Filed October 22, 2004
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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANK OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $24,970 |
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $23,442 |
CHARLES SCHWAB & CO., INC.6 years Filed as: HOOD & STRONG LLP Service code 27 · EIN 94-1254756 | Advisory (Plan) | $15,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,548 | $69,763+135.9% | $67,502+143.8% | $74,495+120.9% |
| Participation rate | 94.6% | 71.4%+23.3pp | 72.9%+21.8pp | 67.2%+27.4pp |
| Annual return | 11.69% | -40.34%+52.0pp | 3512.12%-3500.4pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $4,073 | $2,704+50.7% | $2,731+49.2% | $2,623+55.3% |
| Participant deferral / active EE | $9,181 | $3,636+152.5% | $4,000+129.5% | $4,346+111.3% |
| Admin fee / account holder | $165 | $896-81.6% | $3,998-95.9% | $1,942-91.5% |