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 | $94,291 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 16 | Consulting | $32,000 |
PLANTE & MORAN, PLLC1 year Service code 10 | Accounting | $12,019 |
GRANT THORNTON LLP1 year Service code 10 | Accounting | $1,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,399 | $117,734-36.0% | $115,752-34.9% | $77,958-3.3% |
| Participation rate | 93.6% | 82.0%+11.6pp | 77.8%+15.9pp | 71.6%+22.0pp |
| Annual return | 20.09% | 17.65%+2.4pp | 19.41%+0.7pp | 20.87%-0.8pp |
| Employer contribution / active EE | $2,844 | $2,736+4.0% | $3,492-18.6% | $2,310+23.1% |
| Participant deferral / active EE | $3,496 | $4,435-21.2% | $5,204-32.8% | $3,537-1.1% |
| Admin fee / account holder | $45 | $75-39.6% | $6,278-99.3% | $97-53.5% |