Filed October 18, 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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $38,632 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 15 · EIN 36-3145972 | Recordkeeping | $25,725 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $32,690 | $155,795-79.0% | $136,294-76.0% | $69,631-53.1% |
| Participation rate | 73.9% | 75.2%-1.4pp | 81.9%-8.0pp | 70.7%+3.2pp |
| Annual return | 19.00% | 232464.33%-232445.3pp | 5155.94%-5136.9pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,701 | $5,394-31.4% | $6,247-40.8% | $3,224+14.8% |
| Admin fee / account holder | $171 | $128+33.5% | $9,243-98.1% | $110+55.0% |