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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $106,945 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $77,670 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $6,870 |
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,820 |
TIAA1 year Filed as: TIAA ASSOCIATION OF AMERICA Service code 27 · EIN 13-1624203 | Advisory (Plan) | $795 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $8 |
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 | $152,511 | $83,884+81.8% | $64,056+138.1% | $74,419+104.9% |
| Participation rate | 87.0% | 76.6%+10.4pp | 72.3%+14.7pp | 70.7%+16.3pp |
| Annual return | 13.50% | 16.57%-3.1pp | 33.69%-20.2pp | 34.38%-20.9pp |
| Employer contribution / active EE | $3,226 | $3,084+4.6% | $2,747+17.5% | $2,637+22.3% |
| Participant deferral / active EE | $5,077 | $3,692+37.5% | $3,880+30.9% | $4,528+12.1% |
| Admin fee / account holder | $164 | $196-16.2% | $3,068-94.6% | $348-52.8% |