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 Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $69,877 |
MARCUM LLP1 year Service code 10 155 S MAIN ST · PROVIDENCE, RI 02903 | Accounting | $10,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,869 | $88,982+33.6% | $102,438+16.0% | $77,671+53.0% |
| Participation rate | 93.8% | 80.9%+12.9pp | 76.5%+17.3pp | 70.6%+23.2pp |
| Annual return | 12.79% | 25.01%-12.2pp | 29.37%-16.6pp | 31.21%-18.4pp |
| Employer contribution / active EE | $2,159 | $2,698-20.0% | $3,024-28.6% | $2,726-20.8% |
| Participant deferral / active EE | $6,797 | $5,144+32.1% | $5,054+34.5% | $4,648+46.2% |
| Admin fee / account holder | $160 | $236-31.9% | $9,448-98.3% | $430-62.7% |