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 | $93,351+55.0% | $62,929+130.0% | $79,634+81.7% |
| Participation rate | 98.0% | 74.6%+23.4pp | 73.1%+24.9pp | 62.5%+35.5pp |
| Annual return | 14.28% | 14.37%-0.1pp | 1063.93%-1049.6pp | 36.46%-22.2pp |
| Employer contribution / active EE | $3,718 | $3,135+18.6% | $2,505+48.5% | $2,529+47.0% |
| Participant deferral / active EE | $5,970 | $3,921+52.3% | $3,888+53.5% | $3,835+55.7% |
| Admin fee / account holder | $261 | $229+13.8% | $5,065-94.9% | $1,002-74.0% |