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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $217,204 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $107,482 |
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 | $51,675 | $50,127+3.1% | $149,673-65.5% | $80,160-35.5% |
| Participation rate | 97.3% | 64.3%+33.0pp | 78.8%+18.5pp | 72.9%+24.4pp |
| Annual return | 20.00% | 29.82%-9.8pp | 134.42%-114.4pp | 40.38%-20.4pp |
| Employer contribution / active EE | $2,491 | $1,865+33.6% | $4,818-48.3% | $2,978-16.3% |
| Participant deferral / active EE | $5,518 | $3,194+72.8% | $5,680-2.9% | $5,017+10.0% |
| Admin fee / account holder | $104 | $153-32.1% | $13,210-99.2% | $145-28.5% |