Filed May 6, 2012
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,469 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,672 | $32,425-27.0% | $74,583-68.3% | $55,167-57.1% |
| Participation rate | 70.0% | 54.0%+16.0pp | 68.1%+1.9pp | 69.0%+1.0pp |
| Annual return | 4.90% | 10.63%-5.7pp | 20.47%-15.6pp | 169.23%-164.3pp |
| Employer contribution / active EE | $646 | $1,043-38.1% | $2,525-74.4% | $1,963-67.1% |
| Participant deferral / active EE | $1,414 | $1,995-29.1% | $3,458-59.1% | $3,054-53.7% |
| Admin fee / account holder | $223 | $748-70.3% | $4,138-94.6% | $504-55.8% |