Filed January 26, 2017
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 BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $58,524 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,422 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN PENSION LLC Service code 13 186 SHERMAN AVE STE 2 · BERKELEY HEIGHTS, NJ 07922 | Contract Administrator | $10,000 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,907 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC. DBA MORNINGSTAR AS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $4,670 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $173 |
Filed as: MORGAN STANLET INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ, 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
MORGAN STANLEY SMITH BARNEY5 years Service code 55 1 NEW YORK PLZ, 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,893 | $65,946-53.2% | $81,783-62.2% | $77,671-60.2% |
| Participation rate | 97.0% | 65.8%+31.3pp | 72.4%+24.7pp | 70.6%+26.5pp |
| Annual return | 13.65% | 26.65%-13.0pp | 775.05%-761.4pp | 31.21%-17.6pp |
| Employer contribution / active EE | $2,577 | $2,371+8.7% | $2,913-11.5% | $2,726-5.5% |
| Participant deferral / active EE | $4,229 | $3,507+20.6% | $4,320-2.1% | $4,648-9.0% |
| Admin fee / account holder | $28 | $527-94.8% | $7,380-99.6% | $430-93.6% |