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 Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $168,251 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,058 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,109 | $72,254+229.5% | $86,677+174.7% | $64,808+267.4% |
| Participation rate | 99.5% | 80.4%+19.0pp | 76.6%+22.9pp | 71.5%+28.0pp |
| Annual return | -18.86% | 392.42%-411.3pp | 35.91%-54.8pp | 32.82%-51.7pp |
| Employer contribution / active EE | $8,614 | $2,393+260.0% | $2,836+203.7% | $2,506+243.8% |
| Participant deferral / active EE | $8,118 | $4,658+74.3% | $4,656+74.4% | $4,310+88.3% |
| Admin fee / account holder | $405 | $174+133.1% | $7,493-94.6% | $188+115.9% |