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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,435 |
Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $63,789 |
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 | $203,546 | $79,519+156.0% | $95,952+112.1% | $73,409+177.3% |
| Participation rate | 87.2% | 81.2%+6.0pp | 77.1%+10.1pp | 72.2%+15.0pp |
| Annual return | 14.22% | 19.20%-5.0pp | 91.61%-77.4pp | 59.29%-45.1pp |
| Employer contribution / active EE | $4,013 | $2,048+96.0% | $2,541+57.9% | $2,234+79.7% |
| Participant deferral / active EE | $9,493 | $4,138+129.4% | $4,167+127.8% | $3,805+149.5% |
| Admin fee / account holder | $226 | $184+22.5% | $6,795-96.7% | $158+43.0% |