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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,912 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $14,824 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,280 | $47,126-54.8% | $149,673-85.8% | $74,419-71.4% |
| Participation rate | 95.2% | 63.4%+31.8pp | 78.8%+16.4pp | 70.7%+24.4pp |
| Annual return | 16.19% | 22.75%-6.6pp | 134.42%-118.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $1,555 | $1,905-18.4% | $4,818-67.7% | $2,637-41.0% |
| Participant deferral / active EE | $1,480 | $2,728-45.7% | $5,680-73.9% | $4,528-67.3% |
| Admin fee / account holder | $184 | $343-46.3% | $13,210-98.6% | $348-47.1% |