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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $34,786 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,030 |
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 | $108,394 | $57,281+89.2% | $86,612+25.1% | $75,163+44.2% |
| Participation rate | 95.5% | 63.2%+32.3pp | 71.7%+23.8pp | 67.2%+28.3pp |
| Annual return | 17.14% | 2670.75%-2653.6pp | 591.07%-573.9pp | 160.62%-143.5pp |
| Employer contribution / active EE | $6,630 | $2,314+186.5% | $3,022+119.4% | $2,670+148.3% |
| Participant deferral / active EE | $7,130 | $3,318+114.9% | $4,438+60.7% | $4,125+72.8% |
| Admin fee / account holder | $345 | $4,112-91.6% | $5,614-93.8% | $5,651-93.9% |