Filed December 2, 2011
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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $30,314 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $20,898 |
J.P. BURKE1 year Filed as: BURKE DISTRIBUTING CO LLC Service code 99 89 TEED DR · RANDOLPH, MA 02368 | Other Fees | $12,220 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,223 |
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 | $73,687 | $71,192+3.5% | $117,854-37.5% | $62,292+18.3% |
| Participation rate | 99.4% | 74.2%+25.2pp | 79.7%+19.8pp | 69.5%+29.9pp |
| Annual return | 16.61% | 18.66%-2.0pp | 335.08%-318.5pp | 28.90%-12.3pp |
| Employer contribution / active EE | $2,243 | $1,934+16.0% | $3,786-40.8% | $2,042+9.8% |
| Participant deferral / active EE | $5,617 | $3,189+76.2% | $4,482+25.3% | $3,169+77.3% |
| Admin fee / account holder | $101 | $587-82.8% | $8,020-98.7% | $479-79.0% |