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 BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $128,855 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 33 · EIN 41-1416330 | Other services; Securities brokerage ... | $7,569 |
HARDING LOEVNER LP5 years Filed as: HARDING LOEVNER FUNDS Service code 49 | Other Services | $0 |
HARDING LOEVNER LP1 year Filed as: HARDING LOEVNER FUNDS HL INTL EQTY Service code 15 · EIN 39-1982827 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY BANK N.A. Service code 33 · EIN 36-3707380 | Other commissions; Securities brokera... | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY PRIVATE BANK N.A. Service code 33 · EIN 22-3458456 | Securities brokerage; Other services;... | $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 9.59% | 9.92%-0.3pp | 32.30%-22.7pp | 22.81%-13.2pp |
| Employer contribution / active EE | $0 | $16,139-100.0% | $33,955-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |