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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,586 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $23,887 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,931 | $40,385+152.4% | $80,569+26.5% | $74,419+37.0% |
| Participation rate | 98.5% | 47.4%+51.1pp | 67.0%+31.5pp | 70.7%+27.8pp |
| Annual return | 15.72% | 164.85%-149.1pp | 935.43%-919.7pp | 34.38%-18.7pp |
| Employer contribution / active EE | $3,274 | $1,496+118.9% | $2,723+20.2% | $2,637+24.2% |
| Participant deferral / active EE | $5,909 | $2,674+120.9% | $4,447+32.9% | $4,528+30.5% |
| Admin fee / account holder | $252 | $720-65.0% | $5,377-95.3% | $348-27.6% |