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 BARNEY5+ 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 LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $270 |
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 | $106,388 | $65,376+62.7% | $87,100+22.1% | $65,185+63.2% |
| Participation rate | 96.4% | 75.3%+21.1pp | 76.9%+19.5pp | 70.2%+26.2pp |
| Annual return | 23.07% | 31.27%-8.2pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $3,232 | $1,822+77.3% | $2,521+28.2% | $2,177+48.5% |
| Participant deferral / active EE | $8,634 | $3,388+154.8% | $4,049+113.3% | $3,514+145.7% |
| Admin fee / account holder | $153 | $520-70.5% | $7,497-98.0% | $847-81.9% |