Filed July 23, 2003
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,779 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $8,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,509 | $46,173-7.9% | $170,442-75.1% | $69,631-39.0% |
| Participation rate | 53.0% | 63.9%-10.9pp | 83.6%-30.6pp | 70.7%-17.7pp |
| Annual return | 18.16% | 21.62%-3.5pp | 205.93%-187.8pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,510 | $1,610-6.2% | $5,433-72.2% | $2,032-25.7% |
| Participant deferral / active EE | $1,133 | $2,080-45.5% | $4,939-77.1% | $3,224-64.8% |
| Admin fee / account holder | $61 | $116-47.0% | $13,880-99.6% | $110-44.4% |