Filed November 15, 1998
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 37 · EIN 04-2647786 | Loan Processing | $34,295 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $16,491 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,955 | $90,745-35.0% | $130,231-54.7% | $75,163-21.6% |
| Participation rate | 84.6% | 71.1%+13.6pp | 76.3%+8.3pp | 67.2%+17.4pp |
| Annual return | 15.99% | 34.45%-18.5pp | 38.77%-22.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,844 | $5,362-9.7% | $6,799-28.8% | $4,125+17.4% |
| Admin fee / account holder | $193 | $6,331-97.0% | $6,020-96.8% | $5,651-96.6% |