Filed August 24, 1993
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 9-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: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $74,606 |
NATIONWIDE5 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,105 |
Service code 13 · EIN 23-2773128 711 N YORK ROAD · WILLOW GROVE, PA 19090 | Contract Administrator | $7,952 |
Service code 13 · EIN 95-2889854 3000 LAVA RIDGE COURT, SUITE 130 · ROSEVILLE, CA 95661 | Contract Administrator | $480 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VLLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,605 | $57,739+34.4% | $112,229-30.9% | $74,419+4.3% |
| Participation rate | 83.6% | 55.6%+28.0pp | 72.4%+11.2pp | 70.7%+12.9pp |
| Annual return | 16.55% | 19.52%-3.0pp | 30.20%-13.6pp | 34.38%-17.8pp |
| Employer contribution / active EE | $5,009 | $1,675+199.0% | $3,430+46.0% | $2,637+89.9% |
| Participant deferral / active EE | $4,321 | $2,891+49.4% | $4,798-9.9% | $4,528-4.6% |
| Admin fee / account holder | $270 | $462-41.7% | $7,748-96.5% | $348-22.5% |