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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,979 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $21,410 |
WILLIAMS FORM1 year Service code 10 · EIN 38-1175280 | Accounting | $6,000 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $68,740 | $65,376+5.1% | $87,100-21.1% | $65,185+5.5% |
| Participation rate | 81.4% | 75.3%+6.0pp | 76.9%+4.5pp | 70.2%+11.2pp |
| Annual return | 18.65% | 31.27%-12.6pp | 28.19%-9.5pp | 29.38%-10.7pp |
| Employer contribution / active EE | $1,750 | $1,822-4.0% | $2,521-30.6% | $2,177-19.6% |
| Participant deferral / active EE | $3,900 | $3,388+15.1% | $4,049-3.7% | $3,514+11.0% |
| Admin fee / account holder | $315 | $520-39.4% | $7,497-95.8% | $847-62.8% |