Filed October 21, 2008
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 BARNEY1+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $21,390 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $14,230 |
THE RETIREMENT ADVANTAGE INC2+ years Service code 13 · EIN 39-1816008 | Contract Administrator | $6,339 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 22 · EIN 95-2755361 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,085 | $30,599-40.9% | $74,583-75.8% | $57,658-68.6% |
| Participation rate | 85.7% | 49.1%+36.6pp | 68.1%+17.6pp | 70.2%+15.5pp |
| Annual return | 10.89% | 14.24%-3.3pp | 20.47%-9.6pp | 5.13%+5.8pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,329 | $1,805+139.8% | $3,458+25.2% | $3,061+41.4% |
| Admin fee / account holder | $25 | $98-74.2% | $4,138-99.4% | $95-73.2% |