Filed August 29, 2013
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 BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 28 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Investment Management | $63,433 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,248 |
SETAWAY LLC2 years Filed as: SETAWAY, LLC Service code 49 4 BEDFORD FARMS RD · BEDFORD, NH 03110 | Other Services | $3,300 |
ASCENSUS LLC2 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,687 | $50,982-20.2% | $154,803-73.7% | $85,563-52.4% |
| Participation rate | 63.6% | 59.8%+3.8pp | 78.1%-14.5pp | 66.0%-2.4pp |
| Annual return | 9.97% | 30.35%-20.4pp | 58.88%-48.9pp | 31.51%-21.5pp |
| Employer contribution / active EE | $1,881 | $1,708+10.1% | $4,305-56.3% | $2,654-29.1% |
| Participant deferral / active EE | $4,541 | $2,474+83.5% | $5,540-18.0% | $4,375+3.8% |
| Admin fee / account holder | $200 | $846-76.3% | $14,329-98.6% | $834-76.0% |