Filed May 5, 2005
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 · EIN 13-3689044 | Recordkeeping | $51,567 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 · EIN 36-3145972 | Consulting | $20,207 |
Filed as: CBIZ CPA'S P.C. Service code 10 · EIN 43-1947695 | Accounting | $15,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,115 | $55,932-78.3% | $76,735-84.2% | $67,986-82.2% |
| Participation rate | 66.7% | 50.8%+15.9pp | 69.5%-2.8pp | 57.2%+9.5pp |
| Annual return | 13.26% | 23.10%-9.8pp | 29.77%-16.5pp | 31.67%-18.4pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,700 | $2,558-33.6% | $4,088-58.4% | $3,358-49.4% |
| Admin fee / account holder | $162 | $4,907-96.7% | $7,189-97.7% | $3,203-94.9% |