Filed May 1, 2000
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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $39,975 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $36,559 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,044 | $74,024+6.8% | $77,999+1.3% | $57,658+37.1% |
| Participation rate | 41.8% | 79.7%-37.9pp | 75.5%-33.7pp | 70.2%-28.4pp |
| Annual return | 38.48% | 12.14%+26.3pp | 425.96%-387.5pp | 5.13%+33.3pp |
| Employer contribution / active EE | $598 | $2,365-74.7% | $2,470-75.8% | $1,974-69.7% |
| Participant deferral / active EE | $1,405 | $3,533-60.2% | $3,497-59.8% | $3,061-54.1% |
| Admin fee / account holder | $113 | $93+20.9% | $5,480-97.9% | $95+19.2% |