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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $25,190 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $22,853 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $10,500 |
MERCER4 years Filed as: MERCER CAPITAL Service code 34 5100 POPLAR AVE STE 2600 · MEMPHIS, TN 38137 | Valuation (appraisals, etc.) | $9,280 |
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 | $68,871 | $130,194-47.1% | $169,993-59.5% | $71,457-3.6% |
| Participation rate | 83.0% | 86.1%-3.1pp | 87.0%-4.0pp | 67.9%+15.1pp |
| Annual return | 15.51% | 20.37%-4.9pp | 53.37%-37.9pp | 28.85%-13.3pp |
| Employer contribution / active EE | $2,267 | $4,381-48.3% | $6,785-66.6% | $2,588-12.4% |
| Participant deferral / active EE | $4,433 | $6,923-36.0% | $10,408-57.4% | $4,289+3.4% |
| Admin fee / account holder | $302 | $966-68.7% | $12,815-97.6% | $1,587-81.0% |