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 BARNEY2+ years Service code 55 · EIN 26-4310632 | Other Commissions | $34,594 |
WHALEN & COMPANY, CPAS1 year Service code 10 · EIN 31-0984945 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $550 |
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 | $54,412 | $75,183-27.6% | $123,892-56.1% | $55,167-1.4% |
| Participation rate | 70.9% | 72.8%-1.9pp | 81.4%-10.5pp | 69.0%+1.9pp |
| Annual return | 14.94% | 19.01%-4.1pp | 47.52%-32.6pp | 169.23%-154.3pp |
| Employer contribution / active EE | $1,349 | $2,823-52.2% | $4,617-70.8% | $1,963-31.3% |
| Participant deferral / active EE | $5,278 | $5,084+3.8% | $5,984-11.8% | $3,054+72.8% |
| Admin fee / account holder | $33 | $663-95.0% | $8,357-99.6% | $504-93.4% |