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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PUTNAM INVESTOR SERVICES, INC. Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $10,369 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $8,006 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 159 CROCKER PARK BLVD, STE 460 · WESTLAKE, OH 44145 | Advisory (Plan) | $327 |
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 | $49,284 | $53,412-7.7% | $68,509-28.1% | $52,331-5.8% |
| Participation rate | 43.6% | 71.7%-28.1pp | 74.7%-31.2pp | 68.1%-24.5pp |
| Annual return | 1.43% | 3.42%-2.0pp | 8.27%-6.8pp | 4.54%-3.1pp |
| Employer contribution / active EE | $509 | $1,607-68.4% | $2,278-77.7% | $1,882-73.0% |
| Participant deferral / active EE | $1,071 | $2,688-60.2% | $3,382-68.3% | $3,022-64.6% |
| Admin fee / account holder | $161 | $461-65.0% | $5,275-96.9% | $592-72.7% |