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 BARNEY8+ years Service code 26 · EIN 63-1156117 2150 HWY 35, 2ND FLOOR · SEA GIRT, NJ 08750 | Advisory (Participants) | $45,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 14 · EIN 27-2037969 | Plan Administrator | $43,909 |
BOWMAN & COMPANY LLP1 year Filed as: BOWMAN & COMPANY Service code 10 · EIN 21-0658561 | Accounting | $11,650 |
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 | $180,747 | $84,487+113.9% | $125,339+44.2% | $66,914+170.1% |
| Participation rate | 87.1% | 76.4%+10.7pp | 82.4%+4.7pp | 69.8%+17.3pp |
| Annual return | -18.06% | -8.39%-9.7pp | 572.05%-590.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $4,668 | $3,553+31.4% | $4,814-3.0% | $2,544+83.5% |
| Participant deferral / active EE | $8,572 | $6,781+26.4% | $7,446+15.1% | $4,237+102.3% |
| Admin fee / account holder | $562 | $685-18.0% | $10,010-94.4% | $593-5.3% |