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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,796 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $24,592 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $75,582 | $79,519-5.0% | $95,952-21.2% | $73,409+3.0% |
| Participation rate | 83.7% | 81.2%+2.5pp | 77.1%+6.6pp | 72.2%+11.5pp |
| Annual return | 17.05% | 19.20%-2.1pp | 91.61%-74.6pp | 59.29%-42.2pp |
| Employer contribution / active EE | $1,951 | $2,048-4.7% | $2,541-23.2% | $2,234-12.7% |
| Participant deferral / active EE | $4,436 | $4,138+7.2% | $4,167+6.5% | $3,805+16.6% |
| Admin fee / account holder | $322 | $184+74.6% | $6,795-95.3% | $158+103.9% |