Filed March 22, 2015
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 Service code 55 1 NEW YORK PLZ FL 12 · ATLANTA, NY 100041901 | Other Commissions | $45,761 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,335 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,304 | $80,724+63.9% | $103,333+28.0% | $74,495+77.6% |
| Participation rate | 76.9% | 65.7%+11.2pp | 74.5%+2.4pp | 67.2%+9.7pp |
| Annual return | 14.22% | 27.56%-13.3pp | 24.88%-10.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,954 | $3,157+56.9% | $3,868+28.1% | $2,623+88.9% |
| Participant deferral / active EE | $8,538 | $3,860+121.2% | $5,057+68.8% | $4,346+96.5% |
| Admin fee / account holder | $139 | $2,368-94.1% | $8,355-98.3% | $1,942-92.8% |