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; Participant communicat... | $122,884 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $98,753 |
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $9,148 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $280 |
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 | $148,722 | $84,948+75.1% | $70,449+111.1% | $73,409+102.6% |
| Participation rate | 84.0% | 79.9%+4.0pp | 75.1%+8.9pp | 72.2%+11.8pp |
| Annual return | 12.19% | 13.39%-1.2pp | 109.03%-96.8pp | 59.29%-47.1pp |
| Employer contribution / active EE | $1,330 | $2,834-53.1% | $2,737-51.4% | $2,234-40.4% |
| Participant deferral / active EE | $3,827 | $3,387+13.0% | $3,709+3.2% | $3,805+0.6% |
| Admin fee / account holder | $185 | $98+88.6% | $3,845-95.2% | $158+17.2% |