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 BARNEY3+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $28,856 |
KUNDINGER CORDER & ENGLE1 year Filed as: KUNDINGER, CORDER & ENGL Service code 10 · EIN 84-1167219 | Accounting | $11,532 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,119 |
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 | $136,364 | $45,035+202.8% | $62,995+116.5% | $70,131+94.4% |
| Participation rate | 94.7% | 69.5%+25.2pp | 74.8%+19.9pp | 69.5%+25.2pp |
| Annual return | 16.47% | 18.76%-2.3pp | 87.57%-71.1pp | 73.14%-56.7pp |
| Employer contribution / active EE | $9,556 | $2,051+365.9% | $2,759+246.4% | $2,342+308.0% |
| Participant deferral / active EE | $7,556 | $2,465+206.6% | $3,329+126.9% | $3,332+126.8% |
| Admin fee / account holder | $217 | $2,834-92.3% | $3,600-94.0% | $4,645-95.3% |