Filed April 30, 2002 (most recent of 6 filings on file)
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $807,258 |
Service code 27 · EIN 26-4310632 | Advisory (Plan) | $152,901 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $51,092 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 33 · EIN 04-3532603 | Securities brokerage; Account mainten... | $45,770 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 27 · EIN 36-3608252 | Advisory (Plan) | $23,880 |
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 | $198,095 | $104,281+90.0% | $140,016+41.5% | $68,904+187.5% |
| Participation rate | 98.0% | 89.1%+8.9pp | 87.5%+10.5pp | 74.1%+23.9pp |
| Annual return | 3.66% | -1.33%+5.0pp | 651.12%-647.5pp | 1.07%+2.6pp |
| Employer contribution / active EE | $4,340 | $4,070+6.6% | $5,606-22.6% | $2,540+70.8% |
| Participant deferral / active EE | $7,184 | $6,129+17.2% | $6,927+3.7% | $4,015+78.9% |
| Admin fee / account holder | $70 | $79-11.2% | $10,705-99.3% | $71-1.9% |