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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $192,866 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 13 · EIN 20-8764829 | Contract Administrator | $74,465 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $24,150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,011 | $122,693-38.0% | $184,203-58.7% | $199,593-61.9% |
| Participation rate | 98.6% | 86.8%+11.8pp | 86.8%+11.8pp | 72.0%+26.7pp |
| Annual return | 13.38% | 143.91%-130.5pp | 28.81%-15.4pp | 34.25%-20.9pp |
| Employer contribution / active EE | $3,474 | $4,584-24.2% | $6,427-46.0% | $3,034+14.5% |
| Participant deferral / active EE | $7,777 | $7,990-2.7% | $9,131-14.8% | $5,087+52.9% |
| Admin fee / account holder | $147 | $121+21.8% | $13,901-98.9% | $269-45.4% |