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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $35,354 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,423 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $0 |
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 | $94,591 | $86,332+9.6% | $125,175-24.4% | $65,185+45.1% |
| Participation rate | 97.9% | 75.3%+22.6pp | 79.8%+18.1pp | 70.2%+27.7pp |
| Annual return | 24.37% | 27.43%-3.1pp | 43.79%-19.4pp | 29.38%-5.0pp |
| Employer contribution / active EE | $2,318 | $2,040+13.6% | $3,865-40.0% | $2,177+6.5% |
| Participant deferral / active EE | $7,682 | $3,537+117.2% | $4,937+55.6% | $3,514+118.6% |
| Admin fee / account holder | $190 | $609-68.8% | $9,702-98.0% | $847-77.5% |