Filed April 5, 2007
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) | $18,486 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,961 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,829 | $46,292-29.1% | $143,757-77.2% | $64,808-49.3% |
| Participation rate | 35.7% | 64.2%-28.5pp | 80.3%-44.6pp | 71.5%-35.8pp |
| Annual return | -17.10% | -10.05%-7.0pp | -0.04%-17.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $513 | $1,910-73.2% | $4,951-89.6% | $2,506-79.5% |
| Participant deferral / active EE | $1,219 | $2,646-53.9% | $5,637-78.4% | $4,310-71.7% |
| Admin fee / account holder | $185 | $154+20.0% | $14,673-98.7% | $188-1.7% |