Filed October 17, 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 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 BARNEY6 years Service code 15 · EIN 20-8764829 | Recordkeeping | $16,359 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,891 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,021 | $102,317-20.8% | $146,958-44.9% | $80,856+0.2% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.2%+11.9pp | 67.6%+26.4pp |
| Annual return | 12.72% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,627 | $3,713-56.2% | $4,933-67.0% | $2,755-40.9% |
| Participant deferral / active EE | $9,381 | $6,644+41.2% | $8,070+16.3% | $4,296+118.4% |
| Admin fee / account holder | $295 | $7,941-96.3% | $12,998-97.7% | $6,918-95.7% |