Filed October 15, 2001 (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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $41,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,928 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,816 | $65,376+17.5% | $87,100-11.8% | $65,185+17.8% |
| Participation rate | 97.0% | 75.3%+21.6pp | 76.9%+20.1pp | 70.2%+26.8pp |
| Annual return | 26.91% | 31.27%-4.4pp | 28.19%-1.3pp | 29.38%-2.5pp |
| Employer contribution / active EE | $3,085 | $1,822+69.3% | $2,521+22.4% | $2,177+41.7% |
| Participant deferral / active EE | $6,408 | $3,388+89.1% | $4,049+58.3% | $3,514+82.4% |
| Admin fee / account holder | $128 | $520-75.3% | $7,497-98.3% | $847-84.8% |