Filed May 23, 2018
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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $226,712 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $35,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,234 | $53,136-29.9% | $155,509-76.1% | $199,593-81.3% |
| Participation rate | 95.0% | 64.1%+31.0pp | 78.2%+16.8pp | 72.0%+23.1pp |
| Annual return | 11.57% | 41.15%-29.6pp | 64.67%-53.1pp | 34.25%-22.7pp |
| Employer contribution / active EE | $2,285 | $1,851+23.5% | $4,672-51.1% | $3,034-24.7% |
| Participant deferral / active EE | $2,604 | $3,161-17.6% | $5,626-53.7% | $5,087-48.8% |
| Admin fee / account holder | $117 | $185-36.7% | $15,912-99.3% | $269-56.3% |