Filed July 24, 2013
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 ADVISORY FEE BILLING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $33,750 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,155 |
BAKER TILLY US, LLP6+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 23-2708607 | Accounting | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,444 | $78,419+56.1% | $133,956-8.6% | $73,409+66.8% |
| Participation rate | 97.5% | 78.6%+18.9pp | 79.8%+17.6pp | 72.2%+25.3pp |
| Annual return | 16.92% | 33.35%-16.4pp | 45.09%-28.2pp | 59.29%-42.4pp |
| Employer contribution / active EE | $2,128 | $2,044+4.1% | $3,919-45.7% | $2,234-4.7% |
| Participant deferral / active EE | $5,158 | $3,925+31.4% | $5,048+2.2% | $3,805+35.5% |
| Admin fee / account holder | $30 | $161-81.6% | $8,927-99.7% | $158-81.2% |