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 BARNEY3+ years Filed as: J P MORGAN SECURITIES LLC Service code 49 · EIN 13-3299429 | Other Services | $25,637 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,040 |
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 | $26,410 | $46,173-42.8% | $170,442-84.5% | $69,631-62.1% |
| Participation rate | 99.4% | 63.9%+35.5pp | 83.6%+15.8pp | 70.7%+28.8pp |
| Annual return | 16.90% | 21.62%-4.7pp | 205.93%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,447 | $1,610-10.1% | $5,433-73.4% | $2,032-28.8% |
| Participant deferral / active EE | $2,931 | $2,080+40.9% | $4,939-40.7% | $3,224-9.1% |
| Admin fee / account holder | $5 | $116-95.6% | $13,880-100.0% | $110-95.3% |