Filed February 21, 2006 (most recent of 2 filings on file)
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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $65,666 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,117 |
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 | $121,630 | $72,770+67.1% | $67,652+79.8% | $55,191+120.4% |
| Participation rate | 80.8% | 78.8%+2.0pp | 75.7%+5.1pp | 69.2%+11.6pp |
| Annual return | 3.71% | -3.26%+7.0pp | 6625.04%-6621.3pp | 10.78%-7.1pp |
| Employer contribution / active EE | $2,793 | $1,769+57.9% | $2,266+23.3% | $1,899+47.1% |
| Participant deferral / active EE | $6,338 | $3,408+86.0% | $3,560+78.0% | $3,046+108.1% |
| Admin fee / account holder | $95 | $79+21.1% | $4,821-98.0% | $91+5.2% |