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 BARNEY6+ years Service code 15 · EIN 63-1156117 2150 HWY 35, 2ND FLOOR · SEA GIRT, NJ 08750 | Recordkeeping | $45,000 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP INC Service code 27 · EIN 27-2037969 | Advisory (Plan) | $24,719 |
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 | $189,702 | $99,957+89.8% | $149,696+26.7% | $73,488+158.1% |
| Participation rate | 98.2% | 75.7%+22.5pp | 82.5%+15.7pp | 70.7%+27.5pp |
| Annual return | 14.95% | 53.87%-38.9pp | 276.60%-261.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $6,543 | $3,191+105.0% | $4,644+40.9% | $2,270+188.2% |
| Participant deferral / active EE | $9,114 | $6,073+50.1% | $6,842+33.2% | $3,740+143.7% |
| Admin fee / account holder | $415 | $551-24.6% | $9,309-95.5% | $513-19.1% |