Filed January 11, 2001
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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $35,197 |
KIECKHAFER SCHIFFER LLP1+ years Filed as: KIECKHAFER SCHIFFER & COMPANY LLP Service code 10 · EIN 33-0688321 | Accounting | $17,036 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $752 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $660 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 GRAYSTONE CONSULTING · PALO ALTO, CA 94304 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,706 | $54,320+96.4% | $67,652+57.7% | $52,331+103.9% |
| Participation rate | 99.0% | 73.6%+25.4pp | 75.7%+23.4pp | 68.1%+30.9pp |
| Annual return | 0.38% | 6.81%-6.4pp | 6625.04%-6624.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $3,675 | $1,544+138.1% | $2,266+62.2% | $1,882+95.3% |
| Participant deferral / active EE | $11,641 | $2,950+294.6% | $3,560+227.0% | $3,022+285.2% |
| Admin fee / account holder | $94 | $527-82.1% | $4,821-98.0% | $592-84.1% |