Filed October 18, 2004 (most recent of 4 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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 26-4310632 | Consulting | $77,668 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,107 |
BANKS ACCOUNTANCY3 years Service code 10 · EIN 82-1607473 | Accounting | $20,000 |
LITTLER MENDELSON, P.C.3 years Filed as: LITTLER MENDLESON, PC Service code 16 · EIN 94-2602731 | Consulting | $8,836 |
Service code 37 | Loan Processing | -$54,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,651 | $48,072+26.2% | $182,532-66.8% | $77,787-22.0% |
| Participation rate | 51.3% | 64.3%-13.0pp | 78.0%-26.7pp | 73.2%-21.9pp |
| Annual return | 16.74% | 31.26%-14.5pp | 148.54%-131.8pp | 32.57%-15.8pp |
| Employer contribution / active EE | $1,966 | $1,453+35.3% | $4,076-51.8% | $2,504-21.5% |
| Participant deferral / active EE | $4,323 | $3,209+34.7% | $5,524-21.7% | $3,967+9.0% |
| Admin fee / account holder | $42 | $131-67.9% | $8,592-99.5% | $100-57.9% |