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 BARNEY7+ years Service code 15 · EIN 63-1156117 2150 HWY 35, 2ND FLOOR · SEA GIRT, NJ 08750 | Recordkeeping | $83,561 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT GROUP INC Service code 27 · EIN 27-2037969 | Advisory (Plan) | $31,532 |
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 | $217,820 | $104,475+108.5% | $159,436+36.6% | $79,386+174.4% |
| Participation rate | 96.2% | 76.6%+19.5pp | 82.8%+13.3pp | 70.7%+25.4pp |
| Annual return | 16.83% | 67.95%-51.1pp | 263.57%-246.7pp | 116.85%-100.0pp |
| Employer contribution / active EE | $5,977 | $3,417+74.9% | $4,829+23.8% | $2,427+146.2% |
| Participant deferral / active EE | $8,992 | $6,467+39.0% | $7,352+22.3% | $4,046+122.3% |
| Admin fee / account holder | $626 | $711-12.0% | $10,799-94.2% | $626-0.1% |