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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ · NEW YORK, NY 10004 | Advisory (Plan) | $127,805 |
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 15 · EIN 84-0467907 | Recordkeeping | $4,035 |
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 | $233,290 | $73,404+217.8% | $87,100+167.8% | $67,579+245.2% |
| Participation rate | 98.7% | 80.9%+17.8pp | 76.9%+21.8pp | 71.3%+27.4pp |
| Annual return | 23.26% | 48.29%-25.0pp | 28.19%-4.9pp | 378.56%-355.3pp |
| Employer contribution / active EE | $6,268 | $2,014+211.2% | $2,521+148.6% | $2,148+191.8% |
| Participant deferral / active EE | $6,672 | $3,913+70.5% | $4,049+64.8% | $3,539+88.5% |
| Admin fee / account holder | $326 | $142+130.5% | $7,497-95.6% | $142+129.4% |