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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 49 · EIN 26-4310632 | Other Services | $28,908 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,188 |
PASI, LLC3 years Filed as: PASI LLC Service code 49 · EIN 26-1407927 | Other Services | $5,722 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,000 | $52,670-27.9% | $90,404-58.0% | $73,409-48.2% |
| Participation rate | 52.1% | 67.7%-15.5pp | 72.7%-20.6pp | 72.2%-20.1pp |
| Annual return | 15.21% | 20.70%-5.5pp | 1293.02%-1277.8pp | 59.29%-44.1pp |
| Employer contribution / active EE | $925 | $1,872-50.6% | $3,262-71.7% | $2,234-58.6% |
| Participant deferral / active EE | $1,932 | $2,807-31.2% | $3,963-51.3% | $3,805-49.2% |
| Admin fee / account holder | $24 | $117-79.8% | $5,611-99.6% | $158-85.1% |