Filed July 25, 2006
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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 28 · EIN 36-3145972 | Investment Management | $46,001 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,447 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $92,661 | $79,523+16.5% | $140,016-33.8% | $56,287+64.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -3.34% | 2.39%-5.7pp | 651.12%-654.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $4,872 | $3,350+45.4% | $5,606-13.1% | $2,111+130.8% |
| Participant deferral / active EE | $6,914 | $5,129+34.8% | $6,927-0.2% | $3,350+106.4% |
| Admin fee / account holder | $68 | $614-88.9% | $10,705-99.4% | $521-86.9% |