Filed March 25, 2008
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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $38,902 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $7,930 |
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 | $164,124 | $69,763+135.3% | $67,502+143.1% | $74,495+120.3% |
| Participation rate | 96.4% | 71.4%+25.0pp | 72.9%+23.5pp | 67.2%+29.2pp |
| Annual return | 13.19% | -40.34%+53.5pp | 3512.12%-3498.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $5,877 | $2,704+117.4% | $2,731+115.2% | $2,623+124.1% |
| Participant deferral / active EE | $7,821 | $3,636+115.1% | $4,000+95.5% | $4,346+80.0% |
| Admin fee / account holder | $153 | $896-82.9% | $3,998-96.2% | $1,942-92.1% |