Filed August 30, 2005
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 BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $60,000 |
TIAA11+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $53,209 |
ARMANINO LLP8 years Service code 10 · EIN 33-2514127 | Accounting | $24,885 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,705 | $96,018+50.7% | $65,493+120.9% | $85,563+69.1% |
| Participation rate | 98.0% | 74.8%+23.2pp | 73.1%+24.9pp | 66.0%+32.0pp |
| Annual return | 14.28% | 14.51%-0.2pp | 982.45%-968.2pp | 31.51%-17.2pp |
| Employer contribution / active EE | $3,718 | $3,235+14.9% | $2,574+44.4% | $2,654+40.1% |
| Participant deferral / active EE | $5,970 | $4,055+47.2% | $3,961+50.7% | $4,375+36.5% |
| Admin fee / account holder | $261 | $271-3.7% | $5,028-94.8% | $834-68.8% |