Filed October 19, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $74,305 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 20-8764829 | Advisory (Plan) | $40,087 |
FLEXIBLE PLAN INVESTMENTS LTD1+ years Service code 27 · EIN 38-2340348 | Advisory (Plan) | $6,798 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,695 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,092 | $68,413+27.3% | $123,104-29.3% | $55,191+57.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 3.05% | 6.30%-3.3pp | 13.22%-10.2pp | 10.78%-7.7pp |
| Employer contribution / active EE | $3,153 | $3,050+3.4% | $5,151-38.8% | $1,899+66.1% |
| Participant deferral / active EE | $4,484 | $4,490-0.1% | $6,230-28.0% | $3,046+47.2% |
| Admin fee / account holder | $258 | $88+194.1% | $9,015-97.1% | $91+184.5% |