Filed October 25, 2002
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 |
|---|---|---|
ROLAND CRISS FIDUCIARY SERVICES5+ years Filed as: ROLAND CRISS Service code 31 · EIN 75-2866255 | Direct payment from the plan; Named f... | $24,855 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $19,438 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $11,133 |
NATIONAL FINANCIAL SERVICES5+ 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 | $52,620 | $95,542-44.9% | $69,455-24.2% | $67,579-22.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 18.58% | 17.67%+0.9pp | 28.97%-10.4pp | 378.56%-360.0pp |
| Employer contribution / active EE | $3,701 | $2,989+23.8% | $2,779+33.2% | $2,148+72.3% |
| Participant deferral / active EE | $3,387 | $3,263+3.8% | $3,535-4.2% | $3,539-4.3% |
| Admin fee / account holder | $58 | $90-35.7% | $3,839-98.5% | $142-59.4% |