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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $157,905 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $3 |
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 | $30,648 | $40,174-23.7% | $84,015-63.5% | $67,579-54.6% |
| Participation rate | 98.5% | 62.7%+35.8pp | 69.0%+29.5pp | 71.3%+27.2pp |
| Annual return | 22.54% | 25.82%-3.3pp | 71.31%-48.8pp | 378.56%-356.0pp |
| Employer contribution / active EE | $729 | $808-9.7% | $1,983-63.2% | $2,148-66.1% |
| Participant deferral / active EE | $4,194 | $2,301+82.3% | $3,239+29.5% | $3,539+18.5% |
| Admin fee / account holder | $139 | $128+8.3% | $6,101-97.7% | $142-2.3% |