Filed July 30, 1992
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 20 · EIN 26-4310632 | Trustee (individual); Direct payment ... | $84,756 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $75,612 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $17,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,886 | $74,347+68.0% | $93,606+33.4% | $67,579+84.8% |
| Participation rate | 98.8% | 80.6%+18.2pp | 75.8%+23.0pp | 71.3%+27.5pp |
| Annual return | 22.17% | 28.07%-5.9pp | 32.76%-10.6pp | 378.56%-356.4pp |
| Employer contribution / active EE | $4,650 | $2,583+80.0% | $2,718+71.1% | $2,148+116.5% |
| Participant deferral / active EE | $6,428 | $4,060+58.3% | $4,069+58.0% | $3,539+81.6% |
| Admin fee / account holder | $304 | $123+147.7% | $7,888-96.1% | $142+113.5% |