Filed February 25, 2006 (most recent of 2 filings on file)
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 BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $76,854 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,752 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,820 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,483 | $129,021+63.9% | $184,203+14.8% | $77,643+172.4% |
| Participation rate | 98.3% | 87.3%+11.0pp | 86.8%+11.5pp | 70.6%+27.8pp |
| Annual return | 13.59% | 33.27%-19.7pp | 28.81%-15.2pp | 31.24%-17.6pp |
| Employer contribution / active EE | $7,789 | $4,413+76.5% | $6,427+21.2% | $2,726+185.8% |
| Participant deferral / active EE | $6,913 | $7,297-5.3% | $9,131-24.3% | $4,647+48.8% |
| Admin fee / account holder | $549 | $254+116.2% | $13,901-96.1% | $430+27.5% |