Filed January 11, 2001
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $63,495 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,790 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, 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 | $167,806 | $76,050+120.7% | $96,544+73.8% | $71,457+134.8% |
| Participation rate | 83.6% | 74.4%+9.2pp | 76.0%+7.6pp | 67.9%+15.7pp |
| Annual return | 23.10% | 22.81%+0.3pp | 25.84%-2.7pp | 28.85%-5.7pp |
| Employer contribution / active EE | $3,528 | $2,244+57.2% | $2,965+19.0% | $2,588+36.3% |
| Participant deferral / active EE | $12,267 | $4,215+191.0% | $4,851+152.9% | $4,289+186.0% |
| Admin fee / account holder | $193 | $2,707-92.9% | $8,252-97.7% | $1,587-87.8% |