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 | $47,587 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 26 · EIN 20-8764829 | Advisory (Participants) | $40,000 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $14,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,496 | $185,342-5.3% | $111,297+57.7% | $86,799+102.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 12.43% | 500.80%-488.4pp | 54.65%-42.2pp | 97.91%-85.5pp |
| Employer contribution / active EE | $6,141 | $2,246+173.4% | $2,731+124.8% | $2,405+155.3% |
| Participant deferral / active EE | $8,728 | $4,458+95.8% | $4,487+94.5% | $4,131+111.3% |
| Admin fee / account holder | $242 | $255-5.2% | $7,964-97.0% | $170+42.8% |