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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $94,800 |
Service code 10 · EIN 06-1190201 | Accounting | $60,709 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $2,479 |
LILIANA RIOS1 year Service code 56 AIR FRANCE · NEW YORK, NY 10019 | Non-monetary compensation | $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 | $98,643 | $44,059+123.9% | $71,671+37.6% | $69,631+41.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 68.7%+31.3pp | 70.7%+29.3pp |
| Annual return | 15.91% | 21.97%-6.1pp | 20.65%-4.7pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $2,559 | $1,305+96.1% | $2,460+4.0% | $2,032+25.9% |
| Participant deferral / active EE | $2,562 | $2,370+8.1% | $3,438-25.5% | $3,224-20.5% |
| Admin fee / account holder | $136 | $108+26.7% | $5,558-97.5% | $110+23.5% |