Filed November 9, 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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $140,139 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY & CO., INC. Service code 27 · EIN 26-4310632 | Advisory (Plan) | $94,800 |
Service code 10 · EIN 06-1190201 | Accounting | $35,352 |
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 | $85,006 | $39,458+115.4% | $60,547+40.4% | $55,191+54.0% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.0%+32.0pp | 69.2%+30.8pp |
| Annual return | 2.47% | 3.35%-0.9pp | 335.64%-333.2pp | 10.78%-8.3pp |
| Employer contribution / active EE | $2,898 | $1,210+139.6% | $2,419+19.8% | $1,899+52.6% |
| Participant deferral / active EE | $2,691 | $2,140+25.7% | $3,328-19.1% | $3,046-11.7% |
| Admin fee / account holder | $134 | $95+40.9% | $4,536-97.0% | $91+47.7% |