Filed December 29, 1992
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,691 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,382 | $129,021-31.5% | $184,203-52.0% | $77,643+13.8% |
| Participation rate | 68.8% | 87.3%-18.5pp | 86.8%-18.0pp | 70.6%-1.8pp |
| Annual return | 12.87% | 33.27%-20.4pp | 28.81%-15.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,393 | $4,413-45.8% | $6,427-62.8% | $2,726-12.2% |
| Participant deferral / active EE | $4,470 | $7,297-38.7% | $9,131-51.0% | $4,647-3.8% |
| Admin fee / account holder | $149 | $254-41.2% | $13,901-98.9% | $430-65.3% |