Filed February 12, 1996
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2919773 | Advisory (Plan) | $69,026 |
GRASSI & CO1 year Filed as: GRASSI & CO., CPAS P.C. Service code 10 · EIN 11-3266576 | Accounting | $17,894 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,171 |
Employer contribution per participant 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 | $148,658 | $73,638+101.9% | $95,952+54.9% | $73,488+102.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 25.38% | 16.78%+8.6pp | 91.61%-66.2pp | 28.51%-3.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,524 | $3,617+25.1% | $4,167+8.6% | $3,740+21.0% |
| Admin fee / account holder | $80 | $482-83.5% | $6,795-98.8% | $513-84.5% |