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 | $60,261+163.5% | $81,783+94.1% | $74,546+113.0% |
| Participation rate | 99.3% | 62.9%+36.4pp | 72.4%+26.9pp | 67.2%+32.0pp |
| Annual return | 13.26% | 16.88%-3.6pp | 775.05%-761.8pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $6,250 | $2,622+138.4% | $2,913+114.6% | $2,624+138.1% |
| Participant deferral / active EE | $10,410 | $3,388+207.3% | $4,320+141.0% | $4,347+139.5% |
| Admin fee / account holder | $271 | $1,482-81.7% | $7,380-96.3% | $1,944-86.1% |