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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $107,385 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $63,930 |
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $8,825 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $350 |
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 | $141,016 | $79,124+78.2% | $60,874+131.7% | $64,808+117.6% |
| Participation rate | 81.6% | 77.7%+3.9pp | 73.1%+8.5pp | 71.5%+10.2pp |
| Annual return | -11.63% | -7.13%-4.5pp | 16.90%-28.5pp | 32.82%-44.5pp |
| Employer contribution / active EE | $2,735 | $3,050-10.3% | $2,701+1.2% | $2,506+9.1% |
| Participant deferral / active EE | $4,264 | $3,725+14.5% | $3,817+11.7% | $4,310-1.1% |
| Admin fee / account holder | $150 | $106+42.1% | $3,224-95.3% | $188-20.0% |