Filed January 28, 2000
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 BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $33,912 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,305 |
SINGERLEWAK LLP1 year Filed as: SINGER LEWAK LLP Service code 10 10960 WILSHIRE BLVD 7TH FL · LOS ANGELES, CA 90024 | Accounting | $11,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,289 |
UNIGLOBAL PENSION PLANNING, INC.2+ years Filed as: UNIGLOBAL PENSION PLANNING INC Service code 13 | Contract Administrator | $5,000 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INSURANCE SVCS INC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $3,513 |
UNIGLOBAL PENSION PLANNING, INC.2+ years Filed as: UNIGLOBAL PENSION PLANNING, INC Service code 13 10432 BALLS FORD ROAD · MANASSAS, VA 20109 | Contract Administrator | $3,150 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,702 | $39,819+29.8% | $67,834-23.8% | $57,658-10.3% |
| Participation rate | 84.4% | 61.2%+23.2pp | 68.8%+15.6pp | 70.2%+14.2pp |
| Annual return | 8.30% | 9.19%-0.9pp | 138.47%-130.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,921 | $1,277+50.5% | $2,403-20.1% | $1,974-2.7% |
| Participant deferral / active EE | $3,294 | $2,209+49.1% | $3,160+4.2% | $3,061+7.6% |
| Admin fee / account holder | $128 | $84+53.6% | $4,622-97.2% | $95+35.8% |