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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $24,861 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $24,793 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $10,000 |
MERCER3 years Filed as: MERCER CAPITAL Service code 34 5100 POPLAR AVE STE 2600 · MEMPHIS, TN 38137 | Valuation (appraisals, etc.) | $9,350 |
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 | $59,570 | $102,553-41.9% | $151,611-60.7% | $66,914-11.0% |
| Participation rate | 75.3% | 85.5%-10.2pp | 87.5%-12.2pp | 69.8%+5.5pp |
| Annual return | -13.12% | -10.82%-2.3pp | 3.33%-16.4pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,981 | $4,180-52.6% | $6,166-67.9% | $2,544-22.1% |
| Participant deferral / active EE | $3,862 | $6,641-41.8% | $8,363-53.8% | $4,237-8.8% |
| Admin fee / account holder | $321 | $630-49.0% | $11,616-97.2% | $593-45.8% |