Filed June 20, 2014 (most recent of 2 filings on file)
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 16 · EIN 26-4310632 | Consulting | $55,659 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,503 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
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 | $122,673 | $64,909+89.0% | $82,313+49.0% | $62,292+96.9% |
| Participation rate | 97.6% | 74.9%+22.7pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 18.51% | 21.18%-2.7pp | 25.88%-7.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $3,575 | $1,676+113.3% | $2,428+47.2% | $2,042+75.1% |
| Participant deferral / active EE | $5,581 | $3,103+79.8% | $3,706+50.6% | $3,169+76.1% |
| Admin fee / account holder | $508 | $440+15.5% | $5,608-90.9% | $479+5.9% |