Filed November 24, 2010
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 SMITH BARNEY, LLC Service code 13 · EIN 20-8764829 6805 MORRISON BLVD STE 400 · CHARLOTTE, NC 28211 | Contract Administrator | $39,050 |
AMERICAN FUNDS3+ years Service code 15 · EIN 95-6817943 | Recordkeeping | $0 |
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 | $69,899 | $63,346+10.3% | $92,233-24.2% | $70,131-0.3% |
| Participation rate | 98.2% | 68.7%+29.6pp | 76.5%+21.8pp | 69.5%+28.7pp |
| Annual return | 13.67% | 530.12%-516.4pp | 176.28%-162.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $5,770 | $2,471+133.5% | $3,679+56.8% | $2,342+146.3% |
| Participant deferral / active EE | $2,055 | $2,854-28.0% | $3,897-47.3% | $3,332-38.3% |
| Admin fee / account holder | $442 | $3,840-88.5% | $5,194-91.5% | $4,645-90.5% |