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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $36,916 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,886 |
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 | $110,912 | $58,208+90.5% | $81,812+35.6% | $80,856+37.2% |
| Participation rate | 97.4% | 63.4%+34.0pp | 72.3%+25.1pp | 67.6%+29.8pp |
| Annual return | 12.78% | 41.66%-28.9pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $8,061 | $2,340+244.5% | $2,912+176.8% | $2,755+192.6% |
| Participant deferral / active EE | $8,305 | $3,281+153.1% | $4,319+92.3% | $4,296+93.3% |
| Admin fee / account holder | $368 | $4,981-92.6% | $7,386-95.0% | $6,918-94.7% |