Filed February 22, 2010 (most recent of 3 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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,260 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $55,486 | $86,897-36.1% | $151,611-63.4% | $64,808-14.4% |
| Participation rate | 99.0% | 87.3%+11.8pp | 87.5%+11.5pp | 71.5%+27.6pp |
| Annual return | -15.97% | -3.57%-12.4pp | 3.33%-19.3pp | 32.82%-48.8pp |
| Employer contribution / active EE | $3,176 | $4,010-20.8% | $6,166-48.5% | $2,506+26.7% |
| Participant deferral / active EE | $6,082 | $6,690-9.1% | $8,363-27.3% | $4,310+41.1% |
| Admin fee / account holder | $111 | $153-27.6% | $11,616-99.0% | $188-41.0% |