Filed October 27, 1992 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 52-2136664 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $15,131 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310844 2000 WESTCHESTER AVE · PURCHASE, NY 10577 | Advisory (Participants) | $13,116 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,420 | $89,652+23.2% | $141,162-21.8% | $65,185+69.4% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.5%+5.5pp | 70.2%+17.8pp |
| Annual return | 22.83% | 32.79%-10.0pp | 71.39%-48.6pp | 29.38%-6.6pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10,889 | $5,691+91.3% | $6,709+62.3% | $3,514+209.9% |
| Admin fee / account holder | $222 | $569-60.9% | $10,261-97.8% | $847-73.7% |