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 BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $32,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,206 |
WHALEN & COMPANY, CPAS5 years Service code 10 · EIN 31-0984945 | Accounting | $9,605 |
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 | $85,291 | $99,957-14.7% | $149,696-43.0% | $73,488+16.1% |
| Participation rate | 75.7% | 75.7%0pp | 82.5%-6.8pp | 70.7%+5.0pp |
| Annual return | 17.28% | 53.87%-36.6pp | 276.60%-259.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $2,013 | $3,191-36.9% | $4,644-56.7% | $2,270-11.3% |
| Participant deferral / active EE | $6,970 | $6,073+14.8% | $6,842+1.9% | $3,740+86.4% |
| Admin fee / account holder | $197 | $551-64.1% | $9,309-97.9% | $513-61.5% |