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 | Distribution (12b-1) fees; Participan... | $65,666 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $7,500 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,118 | $111,491+58.0% | $189,513-7.1% | $86,799+102.9% |
| Participation rate | 96.8% | 87.3%+9.5pp | 87.8%+9.0pp | 72.3%+24.6pp |
| Annual return | 14.38% | 83.50%-69.1pp | 555.15%-540.8pp | 97.91%-83.5pp |
| Employer contribution / active EE | $7,156 | $3,951+81.1% | $6,162+16.1% | $2,405+197.5% |
| Participant deferral / active EE | $7,142 | $6,437+11.0% | $8,221-13.1% | $4,131+72.9% |
| Admin fee / account holder | $177 | $189-6.0% | $12,045-98.5% | $170+4.7% |