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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $49,044 |
HELEN KELLER SERVICES1 year Service code 13 · EIN 11-1630807 | Contract Administrator | $13,823 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,276 |
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 | $85,496 | $50,815+68.3% | $155,509-45.0% | $77,643+10.1% |
| Participation rate | 74.3% | 63.1%+11.2pp | 78.2%-3.9pp | 70.6%+3.8pp |
| Annual return | 13.46% | 34.80%-21.3pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $3,001 | $1,993+50.6% | $4,672-35.8% | $2,726+10.1% |
| Participant deferral / active EE | $3,422 | $2,822+21.3% | $5,626-39.2% | $4,647-26.4% |
| Admin fee / account holder | $23 | $437-94.7% | $15,912-99.9% | $430-94.6% |