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 BARNEY7 years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2919773 | Investment Management | $32,864 |
GRASSI & CO3 years Filed as: GRASSI & CO., CPAS, P.C. Service code 10 · EIN 11-3266576 | Accounting | $21,578 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,641 | $87,870+46.4% | $113,168+13.7% | $74,304+73.1% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 14.28% | 26.44%-12.2pp | 24.27%-10.0pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,373 | $2,277-39.7% | $2,975-53.8% | $2,241-38.7% |
| Participant deferral / active EE | $4,449 | $4,241+4.9% | $5,107-12.9% | $3,767+18.1% |
| Admin fee / account holder | $64 | $3,368-98.1% | $12,068-99.5% | $2,969-97.8% |