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 BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 13 · EIN 20-8764829 6805 MORRISON BLVD STE 400 · CHARLOTTE, NC 28211 | Contract Administrator | $19,580 |
AMERICAN FUNDS4+ years Service code 15 · EIN 95-6817943 | Recordkeeping | $0 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | 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 | $72,183 | $57,354+25.9% | $83,848-13.9% | $64,186+12.5% |
| Participation rate | 96.1% | 68.6%+27.5pp | 76.1%+19.9pp | 69.6%+26.5pp |
| Annual return | -6.40% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $583 | $2,545-77.1% | $3,631-83.9% | $2,381-75.5% |
| Participant deferral / active EE | $2,332 | $2,993-22.1% | $4,082-42.9% | $3,470-32.8% |
| Admin fee / account holder | $504 | $4,046-87.6% | $5,478-90.8% | $4,888-89.7% |