Filed October 15, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,514 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $145,486 | $51,620+181.8% | $90,281+61.1% | $65,185+123.2% |
| Participation rate | 90.4% | 68.6%+21.7pp | 73.3%+17.1pp | 70.2%+20.2pp |
| Annual return | 19.83% | 24.94%-5.1pp | 78.10%-58.3pp | 29.38%-9.5pp |
| Employer contribution / active EE | $3,418 | $2,235+52.9% | $2,854+19.7% | $2,177+57.0% |
| Participant deferral / active EE | $8,236 | $2,871+186.9% | $3,885+112.0% | $3,514+134.4% |
| Admin fee / account holder | $318 | $384-17.4% | $5,351-94.1% | $847-62.5% |