Filed June 11, 1
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 BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $21,636 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,209 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,982 | $65,435-43.5% | $86,677-57.3% | $66,914-44.7% |
| Participation rate | 81.3% | 75.5%+5.8pp | 76.6%+4.7pp | 69.8%+11.5pp |
| Annual return | -13.86% | -10.89%-3.0pp | 35.91%-49.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $406 | $2,153-81.2% | $2,836-85.7% | $2,544-84.1% |
| Participant deferral / active EE | $2,344 | $4,100-42.8% | $4,656-49.7% | $4,237-44.7% |
| Admin fee / account holder | $115 | $642-82.0% | $7,493-98.5% | $593-80.6% |