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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,239 |
Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $10,184 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,078 | $52,293-71.2% | $178,490-91.6% | $73,409-79.5% |
| Participation rate | 82.3% | 65.3%+17.0pp | 81.9%+0.4pp | 72.2%+10.1pp |
| Annual return | 5.31% | 34.75%-29.4pp | 151.07%-145.8pp | 59.29%-54.0pp |
| Employer contribution / active EE | $428 | $1,735-75.3% | $5,011-91.5% | $2,234-80.8% |
| Participant deferral / active EE | $1,036 | $2,332-55.6% | $5,202-80.1% | $3,805-72.8% |
| Admin fee / account holder | $114 | $127-10.2% | $13,984-99.2% | $158-27.5% |