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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,004 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $35,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,803 | $45,031+143.8% | $84,966+29.2% | $77,643+41.4% |
| Participation rate | 98.9% | 48.7%+50.2pp | 67.5%+31.4pp | 70.6%+28.3pp |
| Annual return | 12.12% | 79.22%-67.1pp | 66.38%-54.3pp | 31.24%-19.1pp |
| Employer contribution / active EE | $3,589 | $1,609+123.0% | $2,727+31.6% | $2,726+31.7% |
| Participant deferral / active EE | $6,694 | $2,807+138.5% | $4,519+48.1% | $4,647+44.1% |
| Admin fee / account holder | $288 | $912-68.4% | $6,149-95.3% | $430-33.1% |