Filed February 1, 2006 (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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $51,329 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $7,500 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $130,055 | $88,515+46.9% | $162,163-19.8% | $67,579+92.4% |
| Participation rate | 98.7% | 86.8%+11.9pp | 87.6%+11.1pp | 71.3%+27.4pp |
| Annual return | 21.87% | 27.04%-5.2pp | 115.59%-93.7pp | 378.56%-356.7pp |
| Employer contribution / active EE | $6,405 | $3,563+79.8% | $5,614+14.1% | $2,148+198.2% |
| Participant deferral / active EE | $5,967 | $5,724+4.2% | $7,298-18.2% | $3,539+68.6% |
| Admin fee / account holder | $147 | $124+19.3% | $10,843-98.6% | $142+3.7% |