Filed June 14, 2013 (most recent of 4 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 |
|---|---|---|
MORLEY CAPITAL MANAGEMENT6+ years Filed as: MORLEY CAPITAL MANAGEMENT, INC. Service code 67 · EIN 93-0849924 | Other insurance wrap fees | $305,819 |
GARTMORE MORLEY CAPITAL TRUST6+ years Service code 28 · EIN 39-0856417 | Investment Management | $166,000 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $119,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,760 | $82,783+93.0% | $133,956+19.3% | $90,288+76.9% |
| Participation rate | 75.0% | 81.3%-6.3pp | 79.8%-4.9pp | 73.4%+1.6pp |
| Annual return | 13.19% | 21.89%-8.7pp | 45.09%-31.9pp | 53.97%-40.8pp |
| Employer contribution / active EE | $2,814 | $2,388+17.8% | $3,919-28.2% | $2,524+11.5% |
| Participant deferral / active EE | $5,969 | $4,291+39.1% | $5,048+18.3% | $4,232+41.0% |
| Admin fee / account holder | $169 | $93+82.0% | $8,927-98.1% | $114+48.2% |