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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $38,333 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $30,491 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,115 |
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 | $123,243 | $81,474+51.3% | $133,956-8.0% | $73,488+67.7% |
| Participation rate | 99.2% | 76.4%+22.8pp | 79.8%+19.3pp | 70.7%+28.5pp |
| Annual return | 18.00% | 19.40%-1.4pp | 45.09%-27.1pp | 28.51%-10.5pp |
| Employer contribution / active EE | $2,542 | $2,209+15.1% | $3,919-35.1% | $2,270+12.0% |
| Participant deferral / active EE | $8,542 | $3,786+125.6% | $5,048+69.2% | $3,740+128.4% |
| Admin fee / account holder | $136 | $713-80.9% | $8,927-98.5% | $513-73.4% |