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 BARNEY6+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2624428 | Advisory (Plan) | $35,000 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,695 |
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 | $126,683 | $73,638+72.0% | $95,952+32.0% | $73,488+72.4% |
| Participation rate | 95.7% | 76.2%+19.5pp | 77.1%+18.6pp | 70.7%+25.0pp |
| Annual return | 15.06% | 16.78%-1.7pp | 91.61%-76.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $3,532 | $1,863+89.6% | $2,541+39.0% | $2,270+55.6% |
| Participant deferral / active EE | $9,418 | $3,617+160.4% | $4,167+126.0% | $3,740+151.8% |
| Admin fee / account holder | $184 | $482-61.8% | $6,795-97.3% | $513-64.1% |