Filed January 4, 2005
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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,497 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $137,430 | $95,274+44.2% | $135,903+1.1% | $74,419+84.7% |
| Participation rate | 76.2% | 78.2%-2.0pp | 81.9%-5.7pp | 70.7%+5.5pp |
| Annual return | 20.72% | 32.77%-12.0pp | 68.23%-47.5pp | 34.38%-13.7pp |
| Employer contribution / active EE | $2,204 | $3,874-43.1% | $4,856-54.6% | $2,637-16.5% |
| Participant deferral / active EE | $6,570 | $7,782-15.6% | $7,758-15.3% | $4,528+45.1% |
| Admin fee / account holder | $171 | $266-35.6% | $10,762-98.4% | $348-50.8% |