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 BARNEY7 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 20 · EIN 26-4310632 | Direct payment from the plan; Trustee... | $85,627 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,425 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $11,097 |
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 | $136,909 | $84,784+61.5% | $98,439+39.1% | $74,419+84.0% |
| Participation rate | 93.2% | 81.5%+11.6pp | 75.2%+18.0pp | 70.7%+22.4pp |
| Annual return | 19.62% | 20.59%-1.0pp | 21.16%-1.5pp | 34.38%-14.8pp |
| Employer contribution / active EE | $5,306 | $3,364+57.7% | $3,048+74.1% | $2,637+101.2% |
| Participant deferral / active EE | $7,513 | $5,218+44.0% | $4,738+58.6% | $4,528+65.9% |
| Admin fee / account holder | $341 | $204+66.8% | $8,948-96.2% | $348-1.9% |