Filed October 18, 2004 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,990 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT, Service code 16 · EIN 11-3658445 | Consulting | $45,000 |
KBF CPAS LLP7 years Service code 10 · EIN 82-1030164 | Accounting | $15,500 |
HYAS GROUP, LLC10+ years Service code 27 · EIN 26-2924761 | Advisory (Plan) | $11,250 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,391 | $88,890+213.2% | $102,423+171.8% | $77,643+258.6% |
| Participation rate | 97.6% | 80.9%+16.7pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 14.88% | 24.98%-10.1pp | 29.32%-14.4pp | 31.24%-16.4pp |
| Employer contribution / active EE | $10,059 | $2,698+272.9% | $3,023+232.7% | $2,726+269.0% |
| Participant deferral / active EE | $26,808 | $5,145+421.0% | $5,053+430.5% | $4,647+476.8% |
| Admin fee / account holder | $164 | $235-30.2% | $9,451-98.3% | $430-61.8% |