Filed November 9, 2005
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 |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $103,877 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $71,100 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $23,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,160 | $49,693+186.1% | $70,515+101.6% | $74,419+91.0% |
| Participation rate | 99.1% | 64.7%+34.5pp | 68.3%+30.8pp | 70.7%+28.4pp |
| Annual return | 17.71% | 21.22%-3.5pp | 32.77%-15.1pp | 34.38%-16.7pp |
| Employer contribution / active EE | $4,885 | $1,773+175.5% | $2,973+64.3% | $2,637+85.2% |
| Participant deferral / active EE | $6,021 | $3,376+78.4% | $4,567+31.8% | $4,528+33.0% |
| Admin fee / account holder | $233 | $316-26.2% | $6,412-96.4% | $348-33.0% |