Filed June 23, 2006
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 BARNEY2+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $25,963 |
KUNDINGER CORDER & ENGLE1+ years Filed as: KUNDINGER,CORDER & ENGLE Service code 10 · EIN 84-1167219 | Accounting | $11,650 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,948 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,945 | $39,122+191.3% | $57,179+99.3% | $62,891+81.2% |
| Participation rate | 98.6% | 70.5%+28.1pp | 75.3%+23.3pp | 69.3%+29.3pp |
| Annual return | 7.02% | 9.23%-2.2pp | 14.59%-7.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $8,495 | $1,874+353.3% | $2,682+216.7% | $2,281+272.4% |
| Participant deferral / active EE | $5,921 | $2,374+149.4% | $3,096+91.2% | $3,203+84.9% |
| Admin fee / account holder | $191 | $2,592-92.6% | $3,139-93.9% | $4,296-95.6% |