Filed March 24, 2004
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 BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Other Commissions | $39,449 |
KENNEDY COTTRELL RIC1+ years Service code 10 · EIN 31-1672719 | Accounting | $9,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,817 | $70,002-27.4% | $115,037-55.8% | $52,331-2.9% |
| Participation rate | 66.7% | 72.1%-5.4pp | 81.4%-14.7pp | 68.1%-1.4pp |
| Annual return | 0.37% | 4.04%-3.7pp | 26.14%-25.8pp | 4.54%-4.2pp |
| Employer contribution / active EE | $612 | $2,715-77.5% | $4,608-86.7% | $1,882-67.5% |
| Participant deferral / active EE | $5,040 | $4,920+2.4% | $6,026-16.4% | $3,022+66.8% |
| Admin fee / account holder | $37 | $566-93.6% | $8,175-99.6% | $592-93.8% |