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 BARNEY6 years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2919773 | Investment Management | $32,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,176 |
GRASSI & CO2 years Filed as: GRASSI & CO., CPAS, P.C. Service code 10 · EIN 11-3266576 | Accounting | $20,293 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,415 | $79,171+58.4% | $102,423+22.4% | $74,495+68.4% |
| Participation rate | 99.4% | 74.8%+24.6pp | 76.5%+23.0pp | 67.2%+32.2pp |
| Annual return | 11.45% | 54.93%-43.5pp | 29.32%-17.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,226 | $4,415-4.3% | $5,053-16.4% | $4,346-2.8% |
| Admin fee / account holder | $121 | $2,001-93.9% | $9,451-98.7% | $1,942-93.8% |