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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,269 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $13,299 |
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 | $63,941 | $55,453+15.3% | $170,442-62.5% | $62,292+2.6% |
| Participation rate | 90.0% | 66.4%+23.6pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 14.21% | 21.38%-7.2pp | 205.93%-191.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,729 | $2,164-20.1% | $5,433-68.2% | $2,042-15.4% |
| Participant deferral / active EE | $2,900 | $2,303+26.0% | $4,939-41.3% | $3,169-8.5% |
| Admin fee / account holder | $236 | $455-48.1% | $13,880-98.3% | $479-50.7% |