Filed January 24, 2010
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,709 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $16,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,525 | $46,173-70.7% | $170,442-92.1% | $69,631-80.6% |
| Participation rate | 71.3% | 63.9%+7.4pp | 83.6%-12.3pp | 70.7%+0.6pp |
| Annual return | 9.45% | 21.62%-12.2pp | 205.93%-196.5pp | 27571.02%-27561.6pp |
| Employer contribution / active EE | $310 | $1,610-80.8% | $5,433-94.3% | $2,032-84.8% |
| Participant deferral / active EE | $659 | $2,080-68.3% | $4,939-86.7% | $3,224-79.6% |
| Admin fee / account holder | $107 | $116-8.0% | $13,880-99.2% | $110-3.4% |