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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,560 |
MORGAN STANLEY SMITH BARNEY7 years Service code 55 · EIN 26-4310632 | Other Commissions | $15,867 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,427 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,965 | $50,815-37.1% | $155,509-79.4% | $77,643-58.8% |
| Participation rate | 94.6% | 63.1%+31.5pp | 78.2%+16.4pp | 70.6%+24.0pp |
| Annual return | 15.24% | 34.80%-19.6pp | 64.67%-49.4pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,176 | $1,993+9.2% | $4,672-53.4% | $2,726-20.2% |
| Participant deferral / active EE | $3,635 | $2,822+28.8% | $5,626-35.4% | $4,647-21.8% |
| Admin fee / account holder | $56 | $437-87.1% | $15,912-99.6% | $430-87.0% |