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 BARNEY2+ years Filed as: MORGAN STANLEY Service code 18 · EIN 13-2655998 | Custodial (other than securities) | $76,053 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS, INC. Service code 24 · EIN 06-1504963 | Discretionary Trustee | $56,681 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $48,789 |
FEDERMAN LALLY & REMIS, LLC2+ years Filed as: FEDERMAN, LALLY & REMIS, LLC Service code 10 · EIN 06-1326802 | Accounting | $23,160 |
ROBINSON & COLE LLP1 year Filed as: ROBINSON & COLE, LLP Service code 29 · EIN 06-0512640 | Legal | $5,560 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING LLC Service code 21 · EIN 13-2741729 | Bank Trustee | $70 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,090 | $38,833-38.0% | $78,778-69.4% | $77,958-69.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 69.2%+30.8pp | 71.6%+28.4pp |
| Annual return | 10.32% | 20.31%-10.0pp | 35.62%-25.3pp | 20.87%-10.5pp |
| Employer contribution / active EE | $2,023 | $840+140.9% | $1,986+1.9% | $2,310-12.5% |
| Participant deferral / active EE | $0 | $1,776-100.0% | $2,958-100.0% | $3,537-100.0% |
| Admin fee / account holder | $137 | $89+53.6% | $5,134-97.3% | $97+40.4% |