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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,012 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $17,259 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,805 | $55,415-19.1% | $155,509-71.2% | $74,495-39.9% |
| Participation rate | 98.5% | 61.9%+36.6pp | 78.2%+20.3pp | 67.2%+31.3pp |
| Annual return | 9.41% | 268.50%-259.1pp | 64.67%-55.3pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $2,354 | $2,267+3.8% | $4,672-49.6% | $2,623-10.3% |
| Participant deferral / active EE | $3,372 | $2,836+18.9% | $5,626-40.1% | $4,346-22.4% |
| Admin fee / account holder | $296 | $1,738-83.0% | $15,912-98.1% | $1,942-84.8% |