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 | Float revenue; Participant communicat... | $53,116 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $7,500 |
NATIONAL FINANCIAL SERVICES6+ 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 | $152,450 | $111,608+36.6% | $177,821-14.3% | $73,409+107.7% |
| Participation rate | 99.7% | 87.9%+11.8pp | 87.7%+12.0pp | 72.2%+27.5pp |
| Annual return | 16.86% | 18.23%-1.4pp | 48.32%-31.5pp | 59.29%-42.4pp |
| Employer contribution / active EE | $6,937 | $3,796+82.7% | $5,918+17.2% | $2,234+210.6% |
| Participant deferral / active EE | $6,464 | $6,199+4.3% | $7,714-16.2% | $3,805+69.9% |
| Admin fee / account holder | $150 | $166-9.6% | $12,427-98.8% | $158-5.2% |