Filed October 29, 2003
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 BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $31,854 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,088 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,857 | $60,323-15.7% | $81,812-37.8% | $74,495-31.7% |
| Participation rate | 78.5% | 62.9%+15.6pp | 72.3%+6.1pp | 67.2%+11.3pp |
| Annual return | 15.82% | 16.90%-1.1pp | 773.79%-758.0pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $700 | $2,620-73.3% | $2,912-76.0% | $2,623-73.3% |
| Participant deferral / active EE | $4,102 | $3,387+21.1% | $4,319-5.0% | $4,346-5.6% |
| Admin fee / account holder | $272 | $1,486-81.7% | $7,386-96.3% | $1,942-86.0% |