Filed November 12, 2013
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,683 |
Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $9,896 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,427 | $73,102+56.5% | $123,544-7.4% | $56,287+103.3% |
| Participation rate | 86.7% | 74.3%+12.4pp | 82.3%+4.4pp | 69.9%+16.8pp |
| Annual return | -6.21% | 3.01%-9.2pp | 119.20%-125.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,457 | $2,977-51.1% | $4,628-68.5% | $2,111-31.0% |
| Participant deferral / active EE | $6,080 | $5,423+12.1% | $6,426-5.4% | $3,350+81.5% |
| Admin fee / account holder | $427 | $554-22.8% | $9,284-95.4% | $521-18.0% |