Filed May 28, 1998
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,171 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,244 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $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 | $78,724 | $69,305+13.6% | $82,313-4.4% | $69,631+13.1% |
| Participation rate | 92.6% | 80.3%+12.4pp | 76.9%+15.7pp | 70.7%+21.9pp |
| Annual return | 18.80% | 21.47%-2.7pp | 25.88%-7.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $3,044 | $1,887+61.3% | $2,428+25.3% | $2,032+49.8% |
| Participant deferral / active EE | $6,310 | $3,568+76.8% | $3,706+70.3% | $3,224+95.7% |
| Admin fee / account holder | $21 | $97-78.2% | $5,608-99.6% | $110-80.8% |