Filed December 10, 2005
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 | $162,174 |
TRIAD ADVISORS INC3 years Service code 49 · EIN 65-0173164 | Other Services | $49,811 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $9,649 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,027 | $111,608-57.9% | $177,821-73.6% | $73,409-35.9% |
| Participation rate | 96.2% | 87.9%+8.3pp | 87.7%+8.5pp | 72.2%+24.0pp |
| Annual return | 15.83% | 18.23%-2.4pp | 48.32%-32.5pp | 59.29%-43.5pp |
| Employer contribution / active EE | $2,730 | $3,796-28.1% | $5,918-53.9% | $2,234+22.2% |
| Participant deferral / active EE | $5,637 | $6,199-9.1% | $7,714-26.9% | $3,805+48.1% |
| Admin fee / account holder | $160 | $166-3.3% | $12,427-98.7% | $158+1.4% |