Filed July 27, 2004
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 84-0467907 | Recordkeeping | $53,583 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES, INC. Service code 26 · EIN 51-0116113 | Advisory (Participants) | $23,235 |
PENSERV PLAN SERVICES, INC.2 years Filed as: PENSERVCO, INC. Service code 10 600 BYPASS DRIVE SUITE 223 · CLEARWATER, FL 33764 | Accounting | $890 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGM Service code 49 · EIN 36-3429599 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,534 | $59,263-28.2% | $96,562-56.0% | $79,386-46.4% |
| Participation rate | 94.7% | 61.9%+32.8pp | 69.8%+24.9pp | 70.7%+24.0pp |
| Annual return | 13.92% | 27.07%-13.2pp | 37.78%-23.9pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,322 | $1,216+8.8% | $2,356-43.9% | $2,427-45.5% |
| Participant deferral / active EE | $2,829 | $2,948-4.0% | $3,849-26.5% | $4,046-30.1% |
| Admin fee / account holder | $222 | $658-66.2% | $6,181-96.4% | $626-64.5% |