Filed September 28, 2000
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 BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $87,551 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $85,666 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,413 | $54,193+13.3% | $93,654-34.4% | $77,671-20.9% |
| Participation rate | 92.7% | 63.9%+28.8pp | 68.7%+24.0pp | 70.6%+22.1pp |
| Annual return | 11.97% | 30.54%-18.6pp | 133.34%-121.4pp | 31.21%-19.2pp |
| Employer contribution / active EE | $179 | $1,168-84.7% | $2,421-92.6% | $2,726-93.4% |
| Participant deferral / active EE | $5,542 | $3,144+76.3% | $4,413+25.6% | $4,648+19.2% |
| Admin fee / account holder | $194 | $576-66.2% | $8,282-97.7% | $430-54.8% |