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 | $90,069 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 16 | Consulting | $40,000 |
PLANTE & MORAN, PLLC2 years Service code 10 | Accounting | $20,509 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,467 | $118,101-42.9% | $106,387-36.6% | $75,289-10.4% |
| Participation rate | 93.8% | 81.4%+12.4pp | 77.5%+16.3pp | 72.4%+21.4pp |
| Annual return | -1.60% | -2.42%+0.8pp | 0.25%-1.9pp | -0.04%-1.6pp |
| Employer contribution / active EE | $3,028 | $2,880+5.1% | $3,520-14.0% | $2,405+25.9% |
| Participant deferral / active EE | $3,678 | $4,681-21.4% | $5,421-32.1% | $3,739-1.6% |
| Admin fee / account holder | $44 | $85-47.9% | $7,510-99.4% | $102-57.0% |