Filed January 18, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,690 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY & CO INC Service code 55 34 EXCH PL HRBRSIDE PLZ 7TH FL · JERSEY CITY, NJ 07311 | Other Commissions | $18,365 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT I Service code 27 1300 THAMES ST WHARF FL 4 · BALTIMORE, MD 21231 | Advisory (Plan) | $5,879 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $4,073 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,450 |
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 | $67,004 | $116,081-42.3% | $156,181-57.1% | $79,634-15.9% |
| Participation rate | 96.6% | 75.6%+21.0pp | 78.8%+17.8pp | 62.5%+34.1pp |
| Annual return | 14.94% | 15.89%-1.0pp | 64.87%-49.9pp | 36.46%-21.5pp |
| Employer contribution / active EE | $1,281 | $2,828-54.7% | $4,294-70.2% | $2,529-49.4% |
| Participant deferral / active EE | $6,413 | $4,584+39.9% | $6,132+4.6% | $3,835+67.2% |
| Admin fee / account holder | $296 | $854-65.4% | $14,586-98.0% | $1,002-70.5% |