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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $35,300 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $28,231 |
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 | $94,459 | $54,350+73.8% | $82,719+14.2% | $68,494+37.9% |
| Participation rate | 87.9% | 63.9%+24.0pp | 72.6%+15.4pp | 67.9%+20.0pp |
| Annual return | -14.35% | -13.67%-0.7pp | 701.18%-715.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $6,165 | $2,218+178.0% | $3,009+104.9% | $2,596+137.5% |
| Participant deferral / active EE | $5,159 | $3,246+58.9% | $4,395+17.4% | $4,027+28.1% |
| Admin fee / account holder | $351 | $4,395-92.0% | $5,329-93.4% | $5,403-93.5% |