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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $193,973 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 02-0876482 | Advisory (Plan) | $94,563 |
TOTAL WEALTH PLANNING LLC2 years Service code 26 · EIN 47-0988610 | Advisory (Participants) | $8,075 |
Service code 26 · EIN 83-4348882 | Advisory (Participants) | $5,925 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $5,289 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,925 | $88,890+129.4% | $102,423+99.1% | $77,643+162.6% |
| Participation rate | 97.8% | 80.9%+16.9pp | 76.5%+21.3pp | 70.6%+27.2pp |
| Annual return | 15.33% | 24.98%-9.7pp | 29.32%-14.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $4,592 | $2,698+70.2% | $3,023+51.9% | $2,726+68.4% |
| Participant deferral / active EE | $10,114 | $5,145+96.6% | $5,053+100.2% | $4,647+117.6% |
| Admin fee / account holder | $327 | $235+38.9% | $9,451-96.5% | $430-24.0% |