Filed March 25, 2008
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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $30,531 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $6,596 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,050 | $65,557+116.7% | $64,056+121.8% | $71,457+98.8% |
| Participation rate | 97.1% | 73.2%+23.9pp | 72.3%+24.8pp | 67.9%+29.1pp |
| Annual return | 16.77% | 18.94%-2.2pp | 33.69%-16.9pp | 28.85%-12.1pp |
| Employer contribution / active EE | $5,184 | $2,669+94.3% | $2,747+88.8% | $2,588+100.4% |
| Participant deferral / active EE | $7,116 | $3,626+96.3% | $3,880+83.4% | $4,289+65.9% |
| Admin fee / account holder | $121 | $616-80.3% | $3,068-96.0% | $1,587-92.4% |