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 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $100,891 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 16 | Consulting | $40,000 |
PLANTE & MORAN, PLLC3 years Service code 10 | Accounting | $21,430 |
DAVID ROMANO1 year Filed as: DAVID J. LOHBECK Service code 16 | Consulting | $3,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,730 | $127,218-42.0% | $392,568-81.2% | $77,787-5.2% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.1%+16.4pp | 73.2%+21.2pp |
| Annual return | 27.97% | 25.27%+2.7pp | 24.42%+3.5pp | 32.57%-4.6pp |
| Employer contribution / active EE | $2,603 | $3,064-15.0% | $3,783-31.2% | $2,504+3.9% |
| Participant deferral / active EE | $3,364 | $4,820-30.2% | $5,985-43.8% | $3,967-15.2% |
| Admin fee / account holder | $41 | $89-53.5% | $6,260-99.3% | $100-58.7% |