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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 15 · EIN 63-1156117 2150 HWY 35, 2ND FLOOR · SEA GIRT, NJ 08750 | Recordkeeping | $45,000 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP INC Service code 27 · EIN 27-2037969 | Advisory (Plan) | $42,353 |
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 | $161,209 | $89,652+79.8% | $141,162+14.2% | $65,185+147.3% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.5%+11.4pp | 70.2%+23.7pp |
| Annual return | 22.27% | 32.79%-10.5pp | 71.39%-49.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,780 | $5,691+36.7% | $6,709+16.0% | $3,514+121.4% |
| Admin fee / account holder | $428 | $569-24.7% | $10,261-95.8% | $847-49.4% |