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 BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 20 · EIN 26-4310632 | Trustee (individual); Direct payment ... | $95,356 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $83,740 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $15,567 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,854 | $81,908+47.5% | $90,749+33.2% | $64,808+86.5% |
| Participation rate | 93.9% | 80.5%+13.5pp | 75.7%+18.2pp | 71.5%+22.5pp |
| Annual return | -16.95% | -12.53%-4.4pp | -12.16%-4.8pp | 32.82%-49.8pp |
| Employer contribution / active EE | $4,868 | $3,065+58.8% | $2,921+66.7% | $2,506+94.3% |
| Participant deferral / active EE | $7,543 | $4,840+55.8% | $4,564+65.3% | $4,310+75.0% |
| Admin fee / account holder | $351 | $157+123.3% | $8,445-95.8% | $188+86.8% |