Filed January 12, 2006
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,967 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $22,777 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,752 | $59,186+29.7% | $76,7680% | $56,287+36.4% |
| Participation rate | 82.9% | 75.2%+7.7pp | 77.0%+6.0pp | 69.9%+13.1pp |
| Annual return | -6.61% | 6.62%-13.2pp | 2.43%-9.0pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,195 | $1,759+24.8% | $2,485-11.7% | $2,111+4.0% |
| Participant deferral / active EE | $4,846 | $3,255+48.9% | $3,852+25.8% | $3,350+44.7% |
| Admin fee / account holder | $439 | $489-10.2% | $6,675-93.4% | $521-15.7% |