Filed January 9, 2004
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 SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $27,720 |
Filed as: MVP PLAN ADMINISTRATORS INC Service code 13 · EIN 56-2263714 | Contract Administrator | $23,149 |
Service code 10 · EIN 72-1202245 | Accounting | $15,450 |
MERCER2 years Filed as: MERCER CAPITAL Service code 34 5100 POPLAR AVE, STE 2600 · MEMPHIS, TN 38137 | Valuation (appraisals, etc.) | $8,250 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,191 |
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 | $71,578 | $121,341-41.0% | $189,513-62.2% | $79,386-9.8% |
| Participation rate | 81.6% | 86.1%-4.5pp | 87.8%-6.2pp | 70.7%+10.9pp |
| Annual return | 15.99% | 21.08%-5.1pp | 555.15%-539.2pp | 116.85%-100.9pp |
| Employer contribution / active EE | $2,038 | $3,915-47.9% | $6,162-66.9% | $2,427-16.1% |
| Participant deferral / active EE | $3,908 | $6,395-38.9% | $8,221-52.5% | $4,046-3.4% |
| Admin fee / account holder | $344 | $651-47.2% | $12,045-97.1% | $626-45.1% |