Filed November 27, 2013 (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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $25,413 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,950 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS, LLC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,969 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,858 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,453 | $60,261+13.6% | $81,783-16.3% | $74,546-8.2% |
| Participation rate | 82.7% | 62.9%+19.8pp | 72.4%+10.4pp | 67.2%+15.5pp |
| Annual return | 13.24% | 16.88%-3.6pp | 775.05%-761.8pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $3,595 | $2,622+37.1% | $2,913+23.4% | $2,624+37.0% |
| Participant deferral / active EE | $5,836 | $3,388+72.3% | $4,320+35.1% | $4,347+34.2% |
| Admin fee / account holder | $630 | $1,482-57.5% | $7,380-91.5% | $1,944-67.6% |