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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $40,778 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $20,000 |
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,000 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $13,650 |
Annual investment return 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 | $165,245 | $79,519+107.8% | $95,952+72.2% | $73,409+125.1% |
| Participation rate | 99.7% | 81.2%+18.5pp | 77.1%+22.6pp | 72.2%+27.5pp |
| Annual return | 11.29% | 19.20%-7.9pp | 91.61%-80.3pp | 59.29%-48.0pp |
| Employer contribution / active EE | $4,991 | $2,048+143.7% | $2,541+96.4% | $2,234+123.4% |
| Participant deferral / active EE | $8,056 | $4,138+94.7% | $4,167+93.3% | $3,805+111.7% |
| Admin fee / account holder | $230 | $184+24.8% | $6,795-96.6% | $158+45.6% |