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 BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Advisory (Plan) | $80,951 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,722 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $462 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $3 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,488 | $86,286+99.9% | $111,297+55.0% | $85,850+100.9% |
| Participation rate | 96.8% | 73.3%+23.4pp | 77.3%+19.5pp | 69.3%+27.5pp |
| Annual return | 13.94% | 19.99%-6.0pp | 54.65%-40.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $3,271 | $2,043+60.1% | $2,731+19.8% | $2,565+27.5% |
| Participant deferral / active EE | $13,624 | $3,641+274.2% | $4,487+203.6% | $3,952+244.8% |
| Admin fee / account holder | $234 | $8,188-97.1% | $7,964-97.1% | $6,260-96.3% |