Filed February 4, 2005
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $27,442 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,820 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,670 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,042 | $52,406+18.4% | $129,207-52.0% | $74,495-16.7% |
| Participation rate | 99.5% | 53.8%+45.7pp | 69.6%+29.9pp | 67.2%+32.3pp |
| Annual return | 13.42% | 15.66%-2.2pp | 9417.33%-9403.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $978 | $1,531-36.1% | $4,153-76.5% | $2,623-62.7% |
| Participant deferral / active EE | $2,369 | $2,794-15.2% | $4,168-43.2% | $4,346-45.5% |
| Admin fee / account holder | $246 | $2,633-90.7% | $7,715-96.8% | $1,942-87.4% |