Filed December 30, 1997
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 BARNEY10+ years Filed as: JP MORGAN Service code 28 560 MISSION ST FLOOR 24 · SAN FRANCISCO, CA 94105 | Investment Management | $33,807 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,323 | $53,136-44.8% | $155,509-81.1% | $199,593-85.3% |
| Participation rate | 94.1% | 64.1%+30.0pp | 78.2%+15.9pp | 72.0%+22.2pp |
| Annual return | 19.20% | 41.15%-21.9pp | 64.67%-45.5pp | 34.25%-15.0pp |
| Employer contribution / active EE | $880 | $1,851-52.5% | $4,672-81.2% | $3,034-71.0% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $11 | $185-93.8% | $15,912-99.9% | $269-95.7% |