Filed January 23, 2015
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,276 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $54,131 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,664 | $48,064-34.1% | $78,778-59.8% | $69,631-54.5% |
| Participation rate | 97.8% | 61.6%+36.3pp | 69.2%+28.6pp | 70.7%+27.1pp |
| Annual return | 15.36% | 21.81%-6.5pp | 35.62%-20.3pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $1,110 | $744+49.3% | $1,986-44.1% | $2,032-45.4% |
| Participant deferral / active EE | $3,934 | $2,079+89.2% | $2,958+33.0% | $3,224+22.0% |
| Admin fee / account holder | $64 | $152-58.0% | $5,134-98.8% | $110-42.2% |