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 | $89,071 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Advisory (Plan) | $45,889 |
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 | $87,598 | $75,284+16.4% | $91,001-3.7% | $69,631+25.8% |
| Participation rate | 41.8% | 80.4%-38.6pp | 75.6%-33.8pp | 70.7%-28.9pp |
| Annual return | 18.15% | 48.40%-30.3pp | 4.60%+13.5pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $774 | $2,473-68.7% | $2,456-68.5% | $2,032-61.9% |
| Participant deferral / active EE | $1,642 | $3,700-55.6% | $3,547-53.7% | $3,224-49.1% |
| Admin fee / account holder | $242 | $111+118.8% | $5,417-95.5% | $110+119.0% |