Filed August 11, 2012
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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 49 · EIN 26-4310632 | Other Services | $20,745 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,508 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,045 | $46,100-26.1% | $86,590-60.7% | $69,631-51.1% |
| Participation rate | 38.5% | 67.2%-28.7pp | 73.5%-35.1pp | 70.7%-32.2pp |
| Annual return | 16.84% | 21.02%-4.2pp | 964.84%-948.0pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $707 | $1,850-61.8% | $2,839-75.1% | $2,032-65.2% |
| Participant deferral / active EE | $1,344 | $2,432-44.7% | $3,609-62.7% | $3,224-58.3% |
| Admin fee / account holder | $20 | $94-78.2% | $4,906-99.6% | $110-81.5% |