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 BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 49 | Other Services | $36,014 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,025 |
PASI, LLC7 years Filed as: PASI LLC Service code 49 · EIN 26-1407927 | Other Services | $7,604 |
MORGAN STANLEY SMITH BARNEY4 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,007 | $65,908-19.6% | $81,812-35.2% | $77,643-31.7% |
| Participation rate | 26.1% | 65.8%-39.7pp | 72.3%-46.3pp | 70.6%-44.5pp |
| Annual return | 10.97% | 26.64%-15.7pp | 773.79%-762.8pp | 31.24%-20.3pp |
| Employer contribution / active EE | $722 | $2,370-69.5% | $2,912-75.2% | $2,726-73.5% |
| Participant deferral / active EE | $1,567 | $3,505-55.3% | $4,319-63.7% | $4,647-66.3% |
| Admin fee / account holder | $53 | $526-90.0% | $7,386-99.3% | $430-87.8% |