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 BARNEY10+ years Service code 16 · EIN 26-4310632 | Consulting | $64,031 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,854 |
Filed as: MORGAN STANLEY SMITH Service code 27 · EIN 24-4310632 | Advisory (Plan) | $15,253 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,074 | $79,171+20.1% | $102,423-7.2% | $74,495+27.6% |
| Participation rate | 91.5% | 74.8%+16.7pp | 76.5%+15.1pp | 67.2%+24.3pp |
| Annual return | 16.45% | 54.93%-38.5pp | 29.32%-12.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,335 | $2,362+41.2% | $3,023+10.3% | $2,623+27.2% |
| Participant deferral / active EE | $7,786 | $4,415+76.3% | $5,053+54.1% | $4,346+79.2% |
| Admin fee / account holder | $334 | $2,001-83.3% | $9,451-96.5% | $1,942-82.8% |