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 BARNEY8+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $52,363 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,143 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,012 | $65,435+16.2% | $86,677-12.3% | $66,914+13.6% |
| Participation rate | 94.1% | 75.5%+18.7pp | 76.6%+17.5pp | 69.8%+24.3pp |
| Annual return | -13.56% | -10.89%-2.7pp | 35.91%-49.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $3,293 | $2,153+52.9% | $2,836+16.1% | $2,544+29.4% |
| Participant deferral / active EE | $7,911 | $4,100+92.9% | $4,656+69.9% | $4,237+86.7% |
| Admin fee / account holder | $205 | $642-68.0% | $7,493-97.3% | $593-65.4% |