Filed January 26, 2010 (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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $35,663 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY DOMESTIC HLDNGS Service code 27 · EIN 20-8764829 | Advisory (Plan) | $16,374 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $60 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,469 | $69,745+117.2% | $67,511+124.4% | $74,546+103.2% |
| Participation rate | 97.3% | 71.3%+25.9pp | 72.9%+24.4pp | 67.2%+30.1pp |
| Annual return | 13.26% | -40.37%+53.6pp | 3517.41%-3504.1pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $6,465 | $2,705+139.0% | $2,733+136.6% | $2,624+146.4% |
| Participant deferral / active EE | $9,397 | $3,636+158.5% | $4,000+134.9% | $4,347+116.2% |
| Admin fee / account holder | $171 | $894-80.9% | $3,999-95.7% | $1,944-91.2% |