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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,925 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 26-4310632 | Consulting | $54,701 |
BANKS ACCOUNTANCY4 years Service code 10 · EIN 82-1607473 | Accounting | $15,231 |
LITTLER MENDELSON, P.C.4 years Filed as: LITTLER MENDLESON, PC Service code 16 · EIN 94-2602731 | Consulting | $6,509 |
Service code 37 | Loan Processing | -$15,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,224 | $56,152+39.3% | $185,823-57.9% | $73,409+6.6% |
| Participation rate | 61.1% | 67.6%-6.5pp | 78.0%-17.0pp | 72.2%-11.1pp |
| Annual return | 15.50% | 17.59%-2.1pp | 35.95%-20.5pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2,200 | $1,532+43.7% | $4,087-46.2% | $2,234-1.5% |
| Participant deferral / active EE | $4,814 | $3,659+31.6% | $5,632-14.5% | $3,805+26.5% |
| Admin fee / account holder | $54 | $132-59.4% | $9,500-99.4% | $158-66.0% |