Filed January 6, 2006
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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $84,951 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 2150 HWY 35, 2ND FLOOR · SEA GIRT, NJ 08750 | Advisory (Plan) | $11,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,868 | $70,002+18.4% | $115,037-28.0% | $52,331+58.4% |
| Participation rate | 93.6% | 72.1%+21.5pp | 81.4%+12.2pp | 68.1%+25.5pp |
| Annual return | 0.27% | 4.04%-3.8pp | 26.14%-25.9pp | 4.54%-4.3pp |
| Employer contribution / active EE | $3,971 | $2,715+46.3% | $4,608-13.8% | $1,882+111.0% |
| Participant deferral / active EE | $5,878 | $4,920+19.5% | $6,026-2.5% | $3,022+94.5% |
| Admin fee / account holder | $406 | $566-28.3% | $8,175-95.0% | $592-31.4% |