Filed March 20, 2012
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 | $54,900 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 · EIN 51-0116113 | Other Services | $12,716 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $12,716 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $127,503 | $77,660+64.2% | $109,143+16.8% | $79,386+60.6% |
| Participation rate | 99.1% | 67.8%+31.3pp | 75.9%+23.2pp | 70.7%+28.4pp |
| Annual return | 9.43% | 23.44%-14.0pp | 25.75%-16.3pp | 116.85%-107.4pp |
| Employer contribution / active EE | $7,330 | $2,797+162.0% | $3,722+97.0% | $2,427+202.0% |
| Participant deferral / active EE | $6,005 | $3,518+70.7% | $4,653+29.0% | $4,046+48.4% |
| Admin fee / account holder | $392 | $732-46.5% | $6,752-94.2% | $626-37.5% |