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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $94,800 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $80,752 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $28,599 |
Filed as: PEACH & MCPHERSON, CPA Service code 10 · EIN 26-4310632 | Accounting | $25,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,844 | $44,764+185.6% | $68,791+85.8% | $64,808+97.3% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.0%+31.0pp | 71.5%+28.5pp |
| Annual return | -16.90% | -10.91%-6.0pp | -6.38%-10.5pp | 32.82%-49.7pp |
| Employer contribution / active EE | $4,584 | $1,775+158.2% | $2,655+72.7% | $2,506+82.9% |
| Participant deferral / active EE | $5,858 | $3,238+80.9% | $3,941+48.6% | $4,310+35.9% |
| Admin fee / account holder | $244 | $151+61.4% | $4,932-95.0% | $188+30.1% |