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 BARNEY5 years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2919773 | Investment Management | $40,897 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,564 |
GRASSI & CO1 year Filed as: GRASSI & CO., CPAS, P.C. Service code 10 · EIN 11-3266576 | Accounting | $19,266 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,034 | $76,050+51.3% | $96,544+19.2% | $71,457+61.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 12.88% | 22.81%-9.9pp | 25.84%-13.0pp | 28.85%-16.0pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,952 | $4,215-6.2% | $4,851-18.5% | $4,289-7.8% |
| Admin fee / account holder | $140 | $2,707-94.8% | $8,252-98.3% | $1,587-91.2% |