Filed May 23, 2018
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 8-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 19 · EIN 51-0396365 | Securities Custodian | $376,982 |
Filed as: MORGAN STANLEY FINANCIAL ADVISORS Service code 27 1200 3RD AVENUE SUITE 100 · HUNTINGTON, WV 25701 | Advisory (Plan) | $91,546 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $3,734 |
Filed as: METLIFE INSURANCE COMPANY Service code 50 · EIN 06-0566090 | Direct Payment | $1,517 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,415 | $56,095-54.7% | $178,490-85.8% | $90,288-71.9% |
| Participation rate | 95.7% | 65.6%+30.1pp | 81.9%+13.8pp | 73.4%+22.3pp |
| Annual return | 14.46% | 28.81%-14.3pp | 151.07%-136.6pp | 53.97%-39.5pp |
| Employer contribution / active EE | $1,327 | $1,572-15.6% | $5,011-73.5% | $2,524-47.4% |
| Participant deferral / active EE | $1,869 | $2,669-30.0% | $5,202-64.1% | $4,232-55.8% |
| Admin fee / account holder | $107 | $101+6.3% | $13,984-99.2% | $114-6.2% |