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 BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $33,571 |
J.P. BURKE2 years Filed as: BURKE DISTRIBUTING CO LLC Service code 99 89 TEED DR · RANDOLPH, MA 02368 | Other Fees | $18,630 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,444 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $6,443 |
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 | $68,654 | $66,302+3.5% | $110,238-37.7% | $56,287+22.0% |
| Participation rate | 99.4% | 74.9%+24.5pp | 79.8%+19.6pp | 69.9%+29.6pp |
| Annual return | -6.78% | -1.18%-5.6pp | 314.74%-321.5pp | -9.96%+3.2pp |
| Employer contribution / active EE | $2,218 | $2,047+8.4% | $3,826-42.0% | $2,111+5.1% |
| Participant deferral / active EE | $6,185 | $3,381+82.9% | $4,672+32.4% | $3,350+84.6% |
| Admin fee / account holder | $92 | $698-86.9% | $8,547-98.9% | $521-82.4% |