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 BARNEY8 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $89,876 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $83,754 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $18,322 |
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 | $148,921 | $92,055+61.8% | $106,213+40.2% | $77,643+91.8% |
| Participation rate | 90.5% | 81.0%+9.4pp | 75.3%+15.2pp | 70.6%+19.9pp |
| Annual return | 15.88% | 17.91%-2.0pp | 116.14%-100.3pp | 31.24%-15.4pp |
| Employer contribution / active EE | $5,162 | $3,367+53.3% | $3,171+62.8% | $2,726+89.4% |
| Participant deferral / active EE | $7,268 | $5,386+34.9% | $5,016+44.9% | $4,647+56.4% |
| Admin fee / account holder | $375 | $219+71.2% | $11,033-96.6% | $430-12.9% |