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 | $88,065 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 16 | Consulting | $30,000 |
PLANTE & MORAN, PLLC4 years Service code 10 | Accounting | $22,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,617 | $143,525-41.0% | $379,746-77.7% | $90,288-6.3% |
| Participation rate | 94.4% | 82.9%+11.5pp | 78.4%+15.9pp | 73.4%+21.0pp |
| Annual return | 15.41% | 18.97%-3.6pp | 34.90%-19.5pp | 53.97%-38.6pp |
| Employer contribution / active EE | $3,220 | $3,201+0.6% | $3,540-9.0% | $2,524+27.6% |
| Participant deferral / active EE | $3,828 | $5,231-26.8% | $6,024-36.5% | $4,232-9.6% |
| Admin fee / account holder | $35 | $100-65.4% | $7,927-99.6% | $114-69.6% |