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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,865 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 13 · EIN 20-8764829 | Contract Administrator | $66,237 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,616 | $86,897-45.2% | $151,611-68.6% | $64,808-26.5% |
| Participation rate | 97.5% | 87.3%+10.3pp | 87.5%+10.0pp | 71.5%+26.1pp |
| Annual return | -15.22% | -3.57%-11.7pp | 3.33%-18.5pp | 32.82%-48.0pp |
| Employer contribution / active EE | $3,068 | $4,010-23.5% | $6,166-50.2% | $2,506+22.4% |
| Participant deferral / active EE | $6,846 | $6,690+2.3% | $8,363-18.1% | $4,310+58.8% |
| Admin fee / account holder | $104 | $153-32.2% | $11,616-99.1% | $188-44.8% |