Filed October 18, 2004
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: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ · NEW YORK, NY 10004 | Advisory (Plan) | $124,538 |
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 15 · EIN 84-0467907 | Recordkeeping | $2,101 |
Service code 15 | Recordkeeping | $0 |
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 | $205,523 | $65,118+215.6% | $76,768+167.7% | $55,725+268.8% |
| Participation rate | 99.1% | 79.6%+19.5pp | 77.0%+22.2pp | 70.9%+28.3pp |
| Annual return | -4.00% | -1.27%-2.7pp | 2.43%-6.4pp | 244.93%-248.9pp |
| Employer contribution / active EE | $7,824 | $1,941+303.1% | $2,485+214.8% | $2,078+276.5% |
| Participant deferral / active EE | $7,043 | $3,688+91.0% | $3,852+82.9% | $3,356+109.9% |
| Admin fee / account holder | $321 | $116+176.7% | $6,675-95.2% | $115+178.3% |