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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $202,974 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,554 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,262 | $88,890+273.8% | $102,423+224.4% | $77,643+327.9% |
| Participation rate | 99.4% | 80.9%+18.5pp | 76.5%+22.9pp | 70.6%+28.9pp |
| Annual return | 17.64% | 24.98%-7.3pp | 29.32%-11.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $6,522 | $2,698+141.8% | $3,023+115.7% | $2,726+139.2% |
| Participant deferral / active EE | $8,786 | $5,145+70.7% | $5,053+73.9% | $4,647+89.1% |
| Admin fee / account holder | $481 | $235+104.3% | $9,451-94.9% | $430+11.8% |