Filed December 23, 2005
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 LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $36,875 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,003 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,662 | $50,820-41.6% | $155,567-80.9% | $77,671-61.8% |
| Participation rate | 70.2% | 63.1%+7.0pp | 78.2%-8.0pp | 70.6%-0.4pp |
| Annual return | 15.20% | 34.85%-19.6pp | 64.74%-49.5pp | 31.21%-16.0pp |
| Employer contribution / active EE | $45 | $1,993-97.7% | $4,674-99.0% | $2,726-98.3% |
| Participant deferral / active EE | $3,148 | $2,823+11.5% | $5,628-44.1% | $4,648-32.3% |
| Admin fee / account holder | $82 | $436-81.1% | $15,916-99.5% | $430-80.9% |