Filed December 9, 2015 (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 |
|---|---|---|
EKON BENEFITS9+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $28,485 |
Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $13,059 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $390,505 | $80,724+383.8% | $103,333+277.9% | $74,495+424.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 160.80% | 27.56%+133.2pp | 24.88%+135.9pp | 1364.94%-1204.1pp |
| Employer contribution / active EE | $4,459 | $3,157+41.2% | $3,868+15.3% | $2,623+70.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $216 | $2,368-90.9% | $8,355-97.4% | $1,942-88.9% |