Filed November 2, 2006
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 9-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 Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $50,232 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,939 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $699 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,776 | $60,323+163.2% | $81,812+94.1% | $74,495+113.1% |
| Participation rate | 99.3% | 62.9%+36.4pp | 72.3%+26.9pp | 67.2%+32.1pp |
| Annual return | 13.26% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $6,250 | $2,620+138.5% | $2,912+114.6% | $2,623+138.3% |
| Participant deferral / active EE | $10,410 | $3,387+207.3% | $4,319+141.1% | $4,346+139.5% |
| Admin fee / account holder | $271 | $1,486-81.8% | $7,386-96.3% | $1,942-86.0% |