Filed June 30, 1997
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 12 · EIN 93-1253576 | Recordkeeping and information managem... | $111,139 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 10 · EIN 13-2655998 | Accounting | $107,837 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,336 | $119,446-4.3% | $150,045-23.8% | $85,563+33.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 82.3%+17.7pp | 66.0%+34.0pp |
| Annual return | 17.62% | 23.72%-6.1pp | 62.55%-44.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $3,215 | $4,078-21.2% | $4,693-31.5% | $2,654+21.2% |
| Participant deferral / active EE | $4,614 | $7,985-42.2% | $7,997-42.3% | $4,375+5.4% |
| Admin fee / account holder | $345 | $548-37.0% | $13,435-97.4% | $834-58.7% |