Filed July 24, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,939 |
Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 | Advisory (Participants) | $22,692 |
HALLIDAY FINANCIAL LLC3 years Filed as: HALLIDAY FINANCIAL Service code 27 · EIN 46-2850591 | Advisory (Plan) | $22,641 |
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 | $139,575 | $86,655+61.1% | $119,609+16.7% | $66,914+108.6% |
| Participation rate | 77.5% | 75.6%+1.9pp | 79.3%-1.8pp | 69.8%+7.7pp |
| Annual return | -15.63% | -8.00%-7.6pp | -14.97%-0.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,991 | $2,536+18.0% | $4,232-29.3% | $2,544+17.6% |
| Participant deferral / active EE | $7,202 | $4,358+65.3% | $5,602+28.6% | $4,237+70.0% |
| Admin fee / account holder | $558 | $755-26.1% | $10,323-94.6% | $593-5.9% |