Filed August 23, 2010
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 9-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,880 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $5,552 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $5,007 |
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 | $53,751 | $46,732+15.0% | $156,549-65.7% | $55,167-2.6% |
| Participation rate | 94.5% | 65.8%+28.7pp | 84.0%+10.5pp | 69.0%+25.5pp |
| Annual return | 5.24% | 17.72%-12.5pp | 32.23%-27.0pp | 169.23%-164.0pp |
| Employer contribution / active EE | $2,227 | $2,105+5.8% | $5,501-59.5% | $1,963+13.5% |
| Participant deferral / active EE | $2,891 | $2,204+31.1% | $4,871-40.7% | $3,054-5.4% |
| Admin fee / account holder | $203 | $418-51.4% | $13,027-98.4% | $504-59.6% |