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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,736 |
MORNINGSTAR4 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 | $167,111 | $119,446+39.9% | $150,045+11.4% | $85,563+95.3% |
| Participation rate | 78.4% | 75.4%+3.0pp | 82.3%-3.9pp | 66.0%+12.5pp |
| Annual return | 14.10% | 23.72%-9.6pp | 62.55%-48.5pp | 31.51%-17.4pp |
| Employer contribution / active EE | $2,551 | $4,078-37.5% | $4,693-45.7% | $2,654-3.9% |
| Participant deferral / active EE | $6,982 | $7,985-12.6% | $7,997-12.7% | $4,375+59.6% |
| Admin fee / account holder | $224 | $548-59.2% | $13,435-98.3% | $834-73.2% |