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 9-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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $31,906 |
JONES SIMKINS LLC1 year Service code 10 · EIN 46-1592906 | Accounting | $14,477 |
Filed as: CONOVER INSURANCE INC. Service code 23 · EIN 27-3052908 | Insurance services | $5,936 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,904 | $54,368+78.2% | $117,039-17.2% | $62,292+55.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 14.05% | 21.77%-7.7pp | 18.95%-4.9pp | 28.90%-14.8pp |
| Employer contribution / active EE | $3,376 | $1,692+99.6% | $3,785-10.8% | $2,042+65.3% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $493 | $493-0.1% | $5,974-91.7% | $479+2.9% |