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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,457 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $14,461 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,157 | $46,292-62.9% | $143,757-88.1% | $64,808-73.5% |
| Participation rate | 97.7% | 64.2%+33.5pp | 80.3%+17.4pp | 71.5%+26.2pp |
| Annual return | -17.60% | -10.05%-7.6pp | -0.04%-17.6pp | 32.82%-50.4pp |
| Employer contribution / active EE | $1,295 | $1,910-32.2% | $4,951-73.8% | $2,506-48.3% |
| Participant deferral / active EE | $1,257 | $2,646-52.5% | $5,637-77.7% | $4,310-70.8% |
| Admin fee / account holder | $170 | $154+10.7% | $14,673-98.8% | $188-9.4% |