Filed December 1, 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J P MORGAN SECURITIES LLC Service code 49 · EIN 13-3299429 | Other Services | $40,174 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,022 |
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 | $21,098 | $36,916-42.8% | $156,549-86.5% | $57,658-63.4% |
| Participation rate | 98.8% | 63.4%+35.3pp | 84.0%+14.8pp | 70.2%+28.5pp |
| Annual return | 9.09% | 12.38%-3.3pp | 32.23%-23.1pp | 5.13%+4.0pp |
| Employer contribution / active EE | $1,650 | $1,571+5.1% | $5,501-70.0% | $1,974-16.4% |
| Participant deferral / active EE | $2,829 | $1,926+46.9% | $4,871-41.9% | $3,061-7.6% |
| Admin fee / account holder | $3 | $82-95.9% | $13,027-100.0% | $95-96.5% |