Filed January 1, 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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $127,766 |
ACTUARIAL BENEFITS CORP11+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $20,965 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 16 | Consulting | $20,965 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $13,000 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPRA Service code 16 · EIN 26-4310632 | Consulting | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,483 | $107,741+50.8% | $96,576+68.2% | $79,634+104.0% |
| Participation rate | 96.3% | 79.1%+17.2pp | 81.4%+14.8pp | 62.5%+33.8pp |
| Annual return | 16.45% | 19.24%-2.8pp | 38.47%-22.0pp | 36.46%-20.0pp |
| Employer contribution / active EE | $2,468 | $2,991-17.5% | $3,553-30.5% | $2,529-2.4% |
| Participant deferral / active EE | $9,323 | $7,899+18.0% | $7,956+17.2% | $3,835+143.1% |
| Admin fee / account holder | $398 | $1,150-65.3% | $11,381-96.5% | $1,002-60.2% |