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 | Recordkeeping and information managem... | $48,677 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $7,500 |
NATIONAL FINANCIAL SERVICES9+ 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 | $176,334 | $100,227+75.9% | $169,993+3.7% | $74,419+136.9% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.0%+11.7pp | 70.7%+28.0pp |
| Annual return | 16.25% | 66.08%-49.8pp | 53.37%-37.1pp | 34.38%-18.1pp |
| Employer contribution / active EE | $8,231 | $4,263+93.1% | $6,785+21.3% | $2,637+212.1% |
| Participant deferral / active EE | $7,749 | $7,143+8.5% | $10,408-25.5% | $4,528+71.1% |
| Admin fee / account holder | $125 | $234-46.5% | $12,815-99.0% | $348-63.9% |