Filed May 23, 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 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,504 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES Service code 49 | Other Services | $16,213 |
ORENDA RETIREMENT, LLC2 years Service code 13 | Contract Administrator | $15,304 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $4,125 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,343 | $88,122-53.1% | $141,162-70.7% | $67,579-38.8% |
| Participation rate | 19.2% | 76.5%-57.3pp | 82.5%-63.3pp | 71.3%-52.1pp |
| Annual return | 22.38% | 75.40%-53.0pp | 71.39%-49.0pp | 378.56%-356.2pp |
| Employer contribution / active EE | $65 | $3,224-98.0% | $4,735-98.6% | $2,148-97.0% |
| Participant deferral / active EE | $545 | $5,958-90.9% | $6,709-91.9% | $3,539-84.6% |
| Admin fee / account holder | $319 | $131+143.8% | $10,261-96.9% | $142+124.3% |