Filed February 15, 1999
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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $162,752 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $52,124 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,646 | $96,486-39.2% | $153,485-61.8% | $77,643-24.5% |
| Participation rate | 61.1% | 81.6%-20.5pp | 77.1%-16.0pp | 70.6%-9.5pp |
| Annual return | 12.95% | 14.44%-1.5pp | 15.65%-2.7pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,729 | $5,224-66.9% | $5,039-65.7% | $2,726-36.6% |
| Participant deferral / active EE | $2,724 | $6,609-58.8% | $6,757-59.7% | $4,647-41.4% |
| Admin fee / account holder | $252 | $182+38.1% | $12,724-98.0% | $430-41.5% |