Filed September 23, 2010
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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $30,116 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Advisory (Plan) | $28,662 |
Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 212319907 | Advisory (Plan) | $9,635 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,914 | $65,409+91.0% | $98,442+26.9% | $85,850+45.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.59% | 21.76%-10.2pp | 1492.73%-1481.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $6,237 | $2,168+187.7% | $2,960+110.7% | $2,565+143.1% |
| Participant deferral / active EE | $7,476 | $3,166+136.1% | $4,276+74.8% | $3,952+89.2% |
| Admin fee / account holder | $412 | $4,593-91.0% | $5,949-93.1% | $6,260-93.4% |