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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $120,145 |
Filed as: MORGAN STANLEY ADVISORY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $56,250 |
BAKER TILLY US, LLP7+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 23-2708607 | Accounting | $9,000 |
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 | $131,431 | $86,225+52.4% | $146,665-10.4% | $86,799+51.4% |
| Participation rate | 97.3% | 78.0%+19.4pp | 80.1%+17.3pp | 72.3%+25.1pp |
| Annual return | 14.06% | 31.23%-17.2pp | 22.74%-8.7pp | 97.91%-83.8pp |
| Employer contribution / active EE | $2,190 | $2,392-8.4% | $4,136-47.0% | $2,405-8.9% |
| Participant deferral / active EE | $5,501 | $4,245+29.6% | $5,506-0.1% | $4,131+33.2% |
| Admin fee / account holder | $328 | $195+68.1% | $10,280-96.8% | $170+93.6% |