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 BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $32,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,999 |
WHALEN & COMPANY, CPAS8 years Service code 10 · EIN 31-0984945 | Accounting | $11,959 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,640 | $95,274-4.9% | $135,903-33.3% | $74,419+21.8% |
| Participation rate | 77.8% | 78.2%-0.4pp | 81.9%-4.1pp | 70.7%+7.0pp |
| Annual return | 21.54% | 32.77%-11.2pp | 68.23%-46.7pp | 34.38%-12.8pp |
| Employer contribution / active EE | $2,150 | $3,874-44.5% | $4,856-55.7% | $2,637-18.5% |
| Participant deferral / active EE | $8,353 | $7,782+7.3% | $7,758+7.7% | $4,528+84.5% |
| Admin fee / account holder | $178 | $266-33.0% | $10,762-98.3% | $348-48.8% |