Filed November 29, 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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $323,490 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $154,851 |
JGD & ASSOCIATES LLP1 year Service code 10 · EIN 95-3132551 | Accounting | $9,737 |
MORNINGSTAR1 year 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,369 | $45,000-5.8% | $143,757-70.5% | $77,904-45.6% |
| Participation rate | 97.7% | 66.8%+30.9pp | 80.3%+17.4pp | 73.7%+24.0pp |
| Annual return | -17.69% | 29.03%-46.7pp | -0.04%-17.7pp | 12.21%-29.9pp |
| Employer contribution / active EE | $2,192 | $1,870+17.3% | $4,951-55.7% | $2,848-23.0% |
| Participant deferral / active EE | $5,106 | $3,157+61.8% | $5,637-9.4% | $4,806+6.2% |
| Admin fee / account holder | $120 | $98+21.8% | $14,673-99.2% | $133-9.6% |