Filed August 2, 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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $134,310 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 11 · EIN 26-4310632 | Actuarial | $30,000 |
Filed as: CLARK, SCHAEFER HACKETT Service code 10 P O BOX 952030 · CLEVELAND, OH 44193 | Accounting | $26,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 70 · EIN 20-8764829 | Consulting Fees | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,322 | $130,267-31.4% | $145,661-38.7% | $102,872-13.2% |
| Participation rate | 94.4% | 83.3%+11.1pp | 77.2%+17.2pp | 73.0%+21.4pp |
| Annual return | 12.51% | 17.79%-5.3pp | 101.46%-89.0pp | 19.06%-6.6pp |
| Employer contribution / active EE | $2,659 | $4,061-34.5% | $4,238-37.3% | $3,526-24.6% |
| Participant deferral / active EE | $4,366 | $6,550-33.3% | $7,198-39.4% | $5,535-21.1% |
| Admin fee / account holder | $45 | $396-88.7% | $12,466-99.6% | $292-84.7% |