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 |
|---|---|---|
Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $78,782 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 16 | Consulting | $32,000 |
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 | $68,488 | $107,045-36.0% | $108,745-37.0% | $63,975+7.1% |
| Participation rate | 94.7% | 81.9%+12.8pp | 77.7%+17.0pp | 71.1%+23.6pp |
| Annual return | 4.75% | 18.14%-13.4pp | 46.22%-41.5pp | 48.65%-43.9pp |
| Employer contribution / active EE | $2,769 | $2,651+4.5% | $3,323-16.7% | $2,182+26.9% |
| Participant deferral / active EE | $3,410 | $4,292-20.5% | $5,121-33.4% | $3,356+1.6% |
| Admin fee / account holder | $37 | $67-45.5% | $6,144-99.4% | $70-48.0% |