Filed December 30, 1992
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 9-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 18 · EIN 13-2655998 | Custodial (other than securities) | $67,251 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 21 · EIN 13-2741729 | Bank Trustee | $63,458 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS, INC. Service code 24 · EIN 06-1504963 | Discretionary Trustee | $41,857 |
FEDERMAN LALLY & REMIS, LLC1+ years Filed as: FEDERMAN, LALLY & REMIS, LLC Service code 10 · EIN 06-1326802 | Accounting | $19,500 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $3,711 |
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 | $21,489 | $33,232-35.3% | $71,796-70.1% | $63,975-66.4% |
| Participation rate | 98.0% | 60.1%+37.9pp | 69.1%+28.9pp | 71.1%+26.9pp |
| Annual return | 9.83% | 11.99%-2.2pp | 78.04%-68.2pp | 48.65%-38.8pp |
| Employer contribution / active EE | $1,991 | $723+175.4% | $1,924+3.4% | $2,182-8.8% |
| Participant deferral / active EE | $0 | $1,604-100.0% | $2,794-100.0% | $3,356-100.0% |
| Admin fee / account holder | $125 | $63+96.5% | $4,815-97.4% | $70+77.2% |