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 | Float revenue; Claims processing; Ins... | $159,091 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $94,099 |
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $14,260 |
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 | $135,729 | $95,542+42.1% | $69,455+95.4% | $67,579+100.8% |
| Participation rate | 83.5% | 79.4%+4.2pp | 74.6%+8.9pp | 71.3%+12.3pp |
| Annual return | 16.52% | 17.67%-1.1pp | 28.97%-12.4pp | 378.56%-362.0pp |
| Employer contribution / active EE | $2,907 | $2,989-2.7% | $2,779+4.6% | $2,148+35.4% |
| Participant deferral / active EE | $3,904 | $3,263+19.6% | $3,535+10.4% | $3,539+10.3% |
| Admin fee / account holder | $208 | $90+132.1% | $3,839-94.6% | $142+46.5% |