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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $137,580 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 13 · EIN 20-8764829 | Contract Administrator | $68,071 |
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 | $61,207 | $112,686-45.7% | $169,993-64.0% | $80,160-23.6% |
| Participation rate | 97.4% | 87.4%+10.0pp | 87.0%+10.4pp | 72.9%+24.5pp |
| Annual return | 28.00% | 67.04%-39.0pp | 53.37%-25.4pp | 40.38%-12.4pp |
| Employer contribution / active EE | $3,158 | $4,481-29.5% | $6,785-53.5% | $2,978+6.0% |
| Participant deferral / active EE | $7,023 | $7,876-10.8% | $10,408-32.5% | $5,017+40.0% |
| Admin fee / account holder | $126 | $99+26.9% | $12,815-99.0% | $145-13.2% |