Filed September 8, 1997
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,553 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $38,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,464 | $41,647+160.4% | $96,139+12.8% | $86,799+25.0% |
| Participation rate | 98.1% | 50.2%+47.9pp | 68.4%+29.7pp | 72.3%+25.9pp |
| Annual return | 14.71% | 27.24%-12.5pp | 191.94%-177.2pp | 97.91%-83.2pp |
| Employer contribution / active EE | $2,442 | $1,318+85.3% | $2,797-12.7% | $2,405+1.5% |
| Participant deferral / active EE | $5,503 | $2,412+128.1% | $4,349+26.5% | $4,131+33.2% |
| Admin fee / account holder | $124 | $169-26.8% | $5,537-97.8% | $170-26.9% |