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 BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 212319907 | Advisory (Plan) | $35,000 |
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,670 | $84,936+77.4% | $111,297+35.4% | $79,386+89.8% |
| Participation rate | 97.8% | 75.9%+22.0pp | 77.3%+20.5pp | 70.7%+27.1pp |
| Annual return | 14.25% | 17.45%-3.2pp | 54.65%-40.4pp | 116.85%-102.6pp |
| Employer contribution / active EE | $4,013 | $1,979+102.8% | $2,731+47.0% | $2,427+65.3% |
| Participant deferral / active EE | $10,650 | $3,888+173.9% | $4,487+137.3% | $4,046+163.3% |
| Admin fee / account holder | $177 | $537-67.1% | $7,964-97.8% | $626-71.8% |