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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,276 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $36,539 |
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 | $82,466 | $99,957-17.5% | $149,696-44.9% | $73,488+12.2% |
| Participation rate | 92.5% | 75.7%+16.8pp | 82.5%+10.0pp | 70.7%+21.8pp |
| Annual return | 16.65% | 53.87%-37.2pp | 276.60%-260.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,029 | $3,191-36.4% | $4,644-56.3% | $2,270-10.6% |
| Participant deferral / active EE | $6,970 | $6,073+14.8% | $6,842+1.9% | $3,740+86.4% |
| Admin fee / account holder | $290 | $551-47.3% | $9,309-96.9% | $513-43.4% |