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 BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 49 | Other Services | $30,407 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,763 |
PASI, LLC6 years Filed as: PASI LLC Service code 49 · EIN 26-1407927 | Other Services | $6,133 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,514 | $52,208+0.6% | $86,612-39.4% | $74,419-29.4% |
| Participation rate | 30.8% | 66.3%-35.6pp | 71.7%-40.9pp | 70.7%-40.0pp |
| Annual return | 16.42% | 44.46%-28.0pp | 591.07%-574.7pp | 34.38%-18.0pp |
| Employer contribution / active EE | $748 | $2,282-67.2% | $3,022-75.3% | $2,637-71.6% |
| Participant deferral / active EE | $1,575 | $3,383-53.4% | $4,438-64.5% | $4,528-65.2% |
| Admin fee / account holder | $57 | $319-82.1% | $5,614-99.0% | $348-83.6% |