Filed October 15, 2002
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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $41,498 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,915 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,560 | $47,126+68.8% | $149,673-46.8% | $74,419+6.9% |
| Participation rate | 72.0% | 63.4%+8.6pp | 78.8%-6.8pp | 70.7%+1.2pp |
| Annual return | 37.67% | 22.75%+14.9pp | 134.42%-96.8pp | 34.38%+3.3pp |
| Employer contribution / active EE | $2,959 | $1,905+55.3% | $4,818-38.6% | $2,637+12.2% |
| Participant deferral / active EE | $3,595 | $2,728+31.8% | $5,680-36.7% | $4,528-20.6% |
| Admin fee / account holder | $23 | $343-93.2% | $13,210-99.8% | $348-93.3% |