Filed October 18, 2004 (most recent of 2 filings on file)
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 BARNEY4 years Service code 55 · EIN 26-4310632 | Other Commissions | $38,423 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,269 |
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 | $32,409 | $56,485-42.6% | $185,823-82.6% | $86,799-62.7% |
| Participation rate | 95.6% | 65.5%+30.1pp | 81.7%+13.9pp | 72.3%+23.3pp |
| Annual return | 30.37% | 118.04%-87.7pp | 122.05%-91.7pp | 97.91%-67.5pp |
| Employer contribution / active EE | $2,752 | $1,843+49.3% | $5,167-46.7% | $2,405+14.4% |
| Participant deferral / active EE | $3,203 | $2,553+25.5% | $5,568-42.5% | $4,131-22.5% |
| Admin fee / account holder | $4 | $150-97.5% | $16,237-100.0% | $170-97.8% |