Filed September 2, 2008
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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $29,124 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,852 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,110 | $80,753-7.0% | $136,294-44.9% | $62,292+20.6% |
| Participation rate | 90.4% | 73.5%+16.8pp | 81.9%+8.5pp | 69.5%+20.9pp |
| Annual return | 17.54% | 35.83%-18.3pp | 5155.94%-5138.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,293 | $2,884-55.2% | $4,695-72.5% | $2,042-36.7% |
| Participant deferral / active EE | $6,311 | $5,164+22.2% | $6,247+1.0% | $3,169+99.1% |
| Admin fee / account holder | $9 | $525-98.2% | $9,243-99.9% | $479-98.0% |