Filed January 6, 2006 (most recent of 2 filings on file)
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $160,803 |
401(K) ADVISORS INC6 years Filed as: 401(K) ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $21,000 |
Filed as: CHRISTENSEN GROUP FINANCIAL, LLC Service code 38 · EIN 87-4130828 | Participant Communication | $9,375 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,746 | $57,610+7.2% | $154,803-60.1% | $102,872-40.0% |
| Participation rate | 83.8% | 59.5%+24.4pp | 78.1%+5.7pp | 73.0%+10.8pp |
| Annual return | 12.00% | 30.49%-18.5pp | 58.88%-46.9pp | 19.06%-7.1pp |
| Employer contribution / active EE | $6,701 | $1,883+255.8% | $4,305+55.6% | $3,526+90.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,540-100.0% | $5,535-100.0% |
| Admin fee / account holder | $84 | $368-77.3% | $14,329-99.4% | $292-71.4% |