Filed August 4, 2006
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $50,025 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $35,844 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,884 | $59,186+122.8% | $76,768+71.8% | $56,287+134.3% |
| Participation rate | 92.3% | 75.2%+17.1pp | 77.0%+15.3pp | 69.9%+22.5pp |
| Annual return | -3.72% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.2pp |
| Employer contribution / active EE | $3,411 | $1,759+94.0% | $2,485+37.3% | $2,111+61.6% |
| Participant deferral / active EE | $9,447 | $3,255+190.2% | $3,852+145.3% | $3,350+182.0% |
| Admin fee / account holder | $550 | $489+12.5% | $6,675-91.8% | $521+5.7% |