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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $65,952 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,843 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $146,592 | $69,305+111.5% | $82,313+78.1% | $69,631+110.5% |
| Participation rate | 79.6% | 80.3%-0.7pp | 76.9%+2.7pp | 70.7%+8.9pp |
| Annual return | 21.12% | 21.47%-0.3pp | 25.88%-4.8pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $3,031 | $1,887+60.6% | $2,428+24.8% | $2,032+49.1% |
| Participant deferral / active EE | $6,691 | $3,568+87.5% | $3,706+80.5% | $3,224+107.6% |
| Admin fee / account holder | $92 | $97-5.7% | $5,608-98.4% | $110-17.1% |