Filed November 27, 2013 (most recent of 2 filings on file)
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 SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $14,390 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,831 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,989 | $50,637+10.6% | $86,590-35.3% | $62,292-10.1% |
| Participation rate | 43.0% | 67.9%-24.9pp | 73.5%-30.6pp | 69.5%-26.5pp |
| Annual return | 17.12% | 20.80%-3.7pp | 964.84%-947.7pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,348 | $2,075-35.0% | $2,839-52.5% | $2,042-34.0% |
| Participant deferral / active EE | $2,181 | $2,611-16.5% | $3,609-39.6% | $3,169-31.2% |
| Admin fee / account holder | $15 | $413-96.3% | $4,906-99.7% | $479-96.8% |