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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,558 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $18,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,084 | $50,815-29.0% | $155,509-76.8% | $77,643-53.5% |
| Participation rate | 38.5% | 63.1%-24.6pp | 78.2%-39.6pp | 70.6%-32.0pp |
| Annual return | 9.19% | 34.80%-25.6pp | 64.67%-55.5pp | 31.24%-22.0pp |
| Employer contribution / active EE | $565 | $1,993-71.6% | $4,672-87.9% | $2,726-79.3% |
| Participant deferral / active EE | $1,160 | $2,822-58.9% | $5,626-79.4% | $4,647-75.0% |
| Admin fee / account holder | $128 | $437-70.6% | $15,912-99.2% | $430-70.2% |