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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 141 LONGWATER DRIVE, STE 102 · NORWELL, MA 02061 | Advisory (Plan) | $46,828 |
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $33,625 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,580 |
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 | $528,728 | $138,347+282.2% | $184,203+187.0% | $80,856+553.9% |
| Participation rate | 98.6% | 83.9%+14.7pp | 86.8%+11.7pp | 67.6%+30.9pp |
| Annual return | 14.70% | 20.02%-5.3pp | 28.81%-14.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $9,596 | $4,850+97.8% | $6,427+49.3% | $2,755+248.3% |
| Participant deferral / active EE | $21,280 | $7,071+201.0% | $9,131+133.0% | $4,296+395.4% |
| Admin fee / account holder | $667 | $10,483-93.6% | $13,901-95.2% | $6,918-90.4% |