Filed January 7, 1991
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 9-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,751 |
KDV WEALTH MANAGEMENT, LLC2 years Service code 27 · EIN 20-8172864 | Advisory (Plan) | $29,984 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,972 | $45,719-49.8% | $96,139-76.1% | $93,030-75.3% |
| Participation rate | 14.4% | 45.8%-31.5pp | 68.4%-54.1pp | 73.9%-59.5pp |
| Annual return | 20.03% | 3211.95%-3191.9pp | 191.94%-171.9pp | 158.70%-138.7pp |
| Employer contribution / active EE | $58 | $1,139-94.9% | $2,797-97.9% | $2,706-97.9% |
| Participant deferral / active EE | $516 | $2,344-78.0% | $4,349-88.1% | $4,562-88.7% |
| Admin fee / account holder | $170 | $128+32.8% | $5,537-96.9% | $152+12.1% |