Filed February 10, 2005 (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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,046 |
Filed as: MORGAN STANLEY SEAPORT GROUP Service code 27 760 SW 9TH AVE · PORTLAND, OR 97205 | Advisory (Plan) | $24,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,628 | $52,293-41.4% | $178,490-82.8% | $73,409-58.3% |
| Participation rate | 36.9% | 65.3%-28.4pp | 81.9%-45.0pp | 72.2%-35.2pp |
| Annual return | 14.94% | 34.75%-19.8pp | 151.07%-136.1pp | 59.29%-44.4pp |
| Employer contribution / active EE | $324 | $1,735-81.3% | $5,011-93.5% | $2,234-85.5% |
| Participant deferral / active EE | $1,204 | $2,332-48.4% | $5,202-76.8% | $3,805-68.3% |
| Admin fee / account holder | $199 | $127+56.4% | $13,984-98.6% | $158+26.1% |