Filed April 29, 2002
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 |
|---|---|---|
NYHART7+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $277,026 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $189,164 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $37,241 |
RETIREMENT EDUCATION SOLUTIONS7+ years Service code 26 2208 TROWBRIDGE HIGH STREET · CARMEL, IN 46032 | Advisory (Participants) | $29,342 |
BKD, LLP2 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $20,800 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $16,908 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,564 | $67,512-42.9% | $185,823-79.2% | $93,030-58.5% |
| Participation rate | 99.3% | 67.1%+32.1pp | 81.7%+17.6pp | 73.9%+25.3pp |
| Annual return | 15.01% | 21.04%-6.0pp | 122.05%-107.0pp | 158.70%-143.7pp |
| Employer contribution / active EE | $2,128 | $1,783+19.3% | $5,167-58.8% | $2,706-21.4% |
| Participant deferral / active EE | $3,186 | $3,035+4.9% | $5,568-42.8% | $4,562-30.2% |
| Admin fee / account holder | $124 | $318-61.0% | $16,237-99.2% | $152-18.4% |