Filed April 30, 2005
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $692,048 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $19 |
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 | $25,806 | $31,036-16.9% | $71,796-64.1% | $65,292-60.5% |
| Participation rate | 89.6% | 56.1%+33.5pp | 69.1%+20.5pp | 72.4%+17.1pp |
| Annual return | 9.14% | 8.62%+0.5pp | 78.04%-68.9pp | 11.84%-2.7pp |
| Employer contribution / active EE | $1,183 | $662+78.6% | $1,924-38.5% | $2,302-48.6% |
| Participant deferral / active EE | $2,189 | $1,336+63.8% | $2,794-21.7% | $3,579-38.8% |
| Admin fee / account holder | $71 | $65+10.0% | $4,815-98.5% | $57+24.5% |