Retirement plan
MICROSOFT CORPORATION SAVINGS PLUS 401(K) PLAN
MICROSOFT CORPORATIONEIN 91-1144442Plan #001PY 2015
ONE MICROSOFT WAY - REDMOND, WA 980526399425-882-8080microsoft.comLinkedIn10001+ employeescomputer software
Prospect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
DANIEL GOFF
Signed 07/27/2016
Summary metrics
Total assets (EOY)
$13708.4M
-12.4% from 2016
Total participants
91,588
-5.4% from 2016
Average account balance
$158,678
-7.1% from 2016
Annual return
7.04%
-1.16 pp from 2016
Benchmarks
Peer group
Industry51 - Information
Plan typeDefined contribution
Participants>=10,000
Cohort45 peers
Snapshot2015
93
Participant deferral / active EE
$14,231
median $4,044
84
Employer contribution / active EE
$4,103
median $2,161
57
Participation rate
91.7%
median 87.5%
93
Avg account balance
$158,678
median $87,544
0
Admin fee / account holder
$0
median $54
91
Annual return
7.04%
median 0.84%
Overall peer rank
84of 100
84th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$65.65B
Average account balance
Total assets / participants with a balance (line 6g)
$369K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
177,887
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
95.5%
Contributions (total)
Employer and participant dollars contributed each year
$4.15B
Contributions per participant
Average employer and participant contribution per enrolled participant
$34K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+21.04%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$181
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 5 by compensation
| Provider | Service type | Compensation |
|---|---|---|
RUSSELL INVESTMENTS1+ years Service code 28 · EIN 91-1175902 1301 SECOND AVENUE · SEATTLE, WA 98101 | Investment Management | $6,427,893 |
ARTISAN PARTNERS HOLDING LP1+ years Service code 28 · EIN 30-0551775 875 E. WISCONSIN AVE., SUITE 800 · MILWAUKEE, WI 53202 | Investment Management | $4,461,637 |
DIMENSIONAL FUND ADVISORS1+ years Service code 28 · EIN 30-0447847 6300 BEE CAVE ROAD · AUSTIN, TX 78746 | Investment Management | $1,097,935 |
Service code 13 · EIN 04-2647786 P.O. BOX 770003 · CINCINNATI, OH 45277 | Contract Administrator | $1,082,632 |
PIMCO1+ years Service code 13 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Contract Administrator | $429,429 |
Top hat statement on fileNQDC
Filed January 12, 2006 (most recent of 3 filings on file)
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.
Plan features & details
Pension benefit codes2E2F2G2J2K2O2R
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- 2JCode section 401(k) featureCash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
- 2KCode section 401(m) arrangementEmployee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
- 2OESOP other than a leveraged ESOPEmployee stock ownership plan that is not leveraged.
- 2RParticipant-directed brokerage accountsParticipant-directed brokerage accounts provided as an investment option under the plan.
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- DELOITTE & TOUCHE, LLP
- Auditor EIN
- 132781517
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified