Filed October 31, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $286,930 |
Filed as: BUSINESS BENEFITS CORP OF EAST TX Service code 49 · EIN 75-2077159 | Other Services | $13,083 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,425 | $33,780-39.5% | $74,550-72.6% | $75,289-72.9% |
| Participation rate | 96.6% | 62.7%+33.9pp | 69.1%+27.5pp | 72.4%+24.2pp |
| Annual return | 3.77% | -1.24%+5.0pp | 32.53%-28.8pp | -0.04%+3.8pp |
| Employer contribution / active EE | $1,690 | $845+100.0% | $1,961-13.8% | $2,405-29.7% |
| Participant deferral / active EE | $832 | $1,890-56.0% | $3,108-73.2% | $3,739-77.8% |
| Admin fee / account holder | $64 | $86-25.5% | $5,060-98.7% | $102-37.1% |