Filed September 17, 2015
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 26 · EIN 20-8764829 | Advisory (Participants) | $42,907 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,199 |
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 | $197,248 | $67,984+190.1% | $65,493+201.2% | $74,304+165.5% |
| Participation rate | 91.7% | 66.3%+25.3pp | 73.1%+18.6pp | 60.3%+31.3pp |
| Annual return | 14.03% | 19.87%-5.8pp | 982.45%-968.4pp | 29.43%-15.4pp |
| Employer contribution / active EE | $5,535 | $2,491+122.2% | $2,574+115.0% | $2,241+147.0% |
| Participant deferral / active EE | $5,753 | $3,346+71.9% | $3,961+45.2% | $3,767+52.7% |
| Admin fee / account holder | $321 | $1,373-76.6% | $5,028-93.6% | $2,969-89.2% |