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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,170 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $14,005 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $5,166 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $14,526 | $46,292-68.6% | $143,757-89.9% | $64,808-77.6% |
| Participation rate | 80.1% | 64.2%+15.9pp | 80.3%-0.2pp | 71.5%+8.6pp |
| Annual return | -12.96% | -10.05%-2.9pp | -0.04%-12.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $374 | $1,910-80.4% | $4,951-92.4% | $2,506-85.1% |
| Participant deferral / active EE | $1,012 | $2,646-61.7% | $5,637-82.0% | $4,310-76.5% |
| Admin fee / account holder | $58 | $154-62.4% | $14,673-99.6% | $188-69.2% |