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 BARNEY9+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $40,814 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,328 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,115 | $76,050+13.2% | $96,544-10.8% | $71,457+20.5% |
| Participation rate | 97.8% | 74.4%+23.4pp | 76.0%+21.8pp | 67.9%+29.9pp |
| Annual return | 16.64% | 22.81%-6.2pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $3,460 | $2,244+54.2% | $2,965+16.7% | $2,588+33.7% |
| Participant deferral / active EE | $8,425 | $4,215+99.9% | $4,851+73.7% | $4,289+96.4% |
| Admin fee / account holder | $123 | $2,707-95.5% | $8,252-98.5% | $1,587-92.3% |