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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $126,293 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 70 · EIN 20-8764829 | Consulting Fees | $30,000 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 PO BOX 952030 · CLEVELAND, OH 44193 | Accounting | $25,000 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 70 · EIN 26-4310632 | Consulting Fees | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,163 | $148,970-44.2% | $136,007-38.9% | $199,593-58.3% |
| Participation rate | 92.9% | 79.4%+13.5pp | 76.5%+16.4pp | 72.0%+20.9pp |
| Annual return | 10.96% | 27.07%-16.1pp | 579.32%-568.4pp | 34.25%-23.3pp |
| Employer contribution / active EE | $2,529 | $3,561-29.0% | $4,217-40.0% | $3,034-16.7% |
| Participant deferral / active EE | $4,202 | $6,140-31.6% | $7,025-40.2% | $5,087-17.4% |
| Admin fee / account holder | $44 | $144-69.6% | $6,858-99.4% | $269-83.7% |