Filed December 2, 2011
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) | $49,676 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,269 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,164 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,148 | $88,083+62.5% | $164,813-13.1% | $74,495+92.2% |
| Participation rate | 98.5% | 73.0%+25.4pp | 78.6%+19.9pp | 67.2%+31.3pp |
| Annual return | 13.01% | 17.26%-4.3pp | 69.93%-56.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,204 | $2,593+23.6% | $4,341-26.2% | $2,623+22.1% |
| Participant deferral / active EE | $9,412 | $4,498+109.3% | $6,031+56.1% | $4,346+116.6% |
| Admin fee / account holder | $177 | $2,234-92.1% | $12,690-98.6% | $1,942-90.9% |