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 | $59,097-79.5% | $82,389-85.3% | $74,304-83.7% |
| Participation rate | 66.7% | 52.8%+13.9pp | 69.5%-2.9pp | 60.3%+6.3pp |
| Annual return | 13.26% | 22.85%-9.6pp | 28.67%-15.4pp | 29.43%-16.2pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,700 | $2,775-38.8% | $4,155-59.1% | $3,767-54.9% |
| Admin fee / account holder | $162 | $4,489-96.4% | $7,231-97.8% | $2,969-94.5% |