Filed March 20, 2002 (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 BARNEY2+ years Filed as: MORGAN STANLEY Service code 33 · EIN 26-4310844 | Securities brokerage | $247,529 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J P MORGAN Service code 33 · EIN 13-2624428 | Securities brokerage | $94,568 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $19,416 |
FRANKLIN TEMPLETON2+ years Service code 52 · EIN 59-3020895 | Indirect Investment Fees | $23 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.62% | 12.92%-3.3pp | 10.36%-0.7pp | 17.84%-8.2pp |
| Employer contribution / active EE | $22,523 | $14,070+60.1% | $37,738-40.3% | $14,688+53.3% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |