Filed April 23, 1998
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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 141 LONGWATER DRIVE, STE 102 · NORWELL, MA 02061 | Advisory (Plan) | $42,626 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $19,851 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $462,596 | $125,758+267.8% | $169,993+172.1% | $75,163+515.5% |
| Participation rate | 95.7% | 83.6%+12.1pp | 87.0%+8.7pp | 67.2%+28.5pp |
| Annual return | 15.87% | 27.20%-11.3pp | 53.37%-37.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $8,931 | $4,615+93.5% | $6,785+31.6% | $2,670+234.5% |
| Participant deferral / active EE | $19,948 | $6,837+191.8% | $10,408+91.7% | $4,125+383.6% |
| Admin fee / account holder | $499 | $8,173-93.9% | $12,815-96.1% | $5,651-91.2% |