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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,252 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $39,968 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,822 | $80,005+1.0% | $140,016-42.3% | $55,725+45.0% |
| Participation rate | 95.3% | 87.0%+8.3pp | 87.5%+7.8pp | 70.9%+24.4pp |
| Annual return | -4.44% | 0.46%-4.9pp | 651.12%-655.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,466 | $3,403-27.5% | $5,606-56.0% | $2,078+18.6% |
| Participant deferral / active EE | $5,107 | $5,264-3.0% | $6,927-26.3% | $3,356+52.2% |
| Admin fee / account holder | $357 | $116+208.5% | $10,705-96.7% | $115+209.8% |