Filed February 10, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,718 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $23,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,349 | $62,928-66.1% | $172,739-87.6% | $67,579-68.4% |
| Participation rate | 39.0% | 64.5%-25.4pp | 82.6%-43.6pp | 71.3%-32.2pp |
| Annual return | 20.79% | 30.36%-9.6pp | 802.84%-782.1pp | 378.56%-357.8pp |
| Employer contribution / active EE | $583 | $1,636-64.3% | $5,143-88.7% | $2,148-72.8% |
| Participant deferral / active EE | $1,027 | $2,145-52.1% | $5,198-80.2% | $3,539-71.0% |
| Admin fee / account holder | $148 | $167-11.3% | $13,954-98.9% | $142+3.8% |