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 | $104,904 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 16 | Consulting | $40,000 |
PLANTE & MORAN, PLLC6 years Service code 10 | Accounting | $24,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,387 | $140,190-48.4% | $115,756-37.5% | $77,904-7.1% |
| Participation rate | 92.6% | 81.0%+11.6pp | 77.1%+15.5pp | 73.7%+18.9pp |
| Annual return | -14.10% | -13.46%-0.6pp | 143.14%-157.2pp | 12.21%-26.3pp |
| Employer contribution / active EE | $3,240 | $3,169+2.3% | $3,793-14.6% | $2,848+13.8% |
| Participant deferral / active EE | $4,346 | $5,401-19.5% | $6,254-30.5% | $4,806-9.6% |
| Admin fee / account holder | $40 | $138-71.3% | $8,124-99.5% | $133-70.0% |