Filed March 21, 2014
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $42,948 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,082 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,793 | $68,413+19.6% | $123,104-33.6% | $55,191+48.2% |
| Participation rate | 92.0% | 84.5%+7.5pp | 86.8%+5.2pp | 69.2%+22.8pp |
| Annual return | 67.75% | 6.30%+61.5pp | 13.22%+54.5pp | 10.78%+57.0pp |
| Employer contribution / active EE | $2,235 | $3,050-26.7% | $5,151-56.6% | $1,899+17.7% |
| Participant deferral / active EE | $4,741 | $4,490+5.6% | $6,230-23.9% | $3,046+55.6% |
| Admin fee / account holder | $17 | $88-80.3% | $9,015-99.8% | $91-81.0% |