Filed October 18, 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 | Recordkeeping and information managem... | $148,833 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $92,218 |
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $16,028 |
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 | $114,909 | $87,173+31.8% | $59,878+91.9% | $75,289+52.6% |
| Participation rate | 76.8% | 74.5%+2.4pp | 74.7%+2.1pp | 72.4%+4.4pp |
| Annual return | -2.99% | -2.14%-0.9pp | 3.46%-6.5pp | -0.04%-3.0pp |
| Employer contribution / active EE | $2,595 | $3,473-25.3% | $2,722-4.7% | $2,405+7.9% |
| Participant deferral / active EE | $3,242 | $3,379-4.0% | $3,402-4.7% | $3,739-13.3% |
| Admin fee / account holder | $194 | $75+159.5% | $3,590-94.6% | $102+89.7% |