Filed June 9, 2005 (most recent of 3 filings on file)
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $35,000 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $860 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,993 | $59,186+53.7% | $76,768+18.5% | $56,287+61.7% |
| Participation rate | 94.7% | 75.2%+19.5pp | 77.0%+17.7pp | 69.9%+24.8pp |
| Annual return | -5.90% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,595 | $1,759+47.6% | $2,485+4.4% | $2,111+22.9% |
| Participant deferral / active EE | $8,418 | $3,255+158.6% | $3,852+118.6% | $3,350+151.3% |
| Admin fee / account holder | $163 | $489-66.7% | $6,675-97.6% | $521-68.7% |