Filed January 13, 2005
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 SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $218,624 |
HARDING LOEVNER LP3 years Filed as: HARDING LOEVNER FUNDS Service code 49 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY BANK N.A. Service code 33 · EIN 36-3707380 | Other services; Securities brokerage;... | $0 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY TRUST Service code 33 · EIN 22-3458456 | Other commissions; Securities brokera... | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 7.95% | 10.11%-2.2pp | 10.75%-2.8pp | 11.84%-3.9pp |
| Employer contribution / active EE | $6,926 | $14,976-53.8% | $35,162-80.3% | $17,339-60.1% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |