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 BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2624428 | Advisory (Plan) | $45,000 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $40,917 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,890 | $65,435+145.9% | $86,677+85.6% | $66,914+140.4% |
| Participation rate | 97.2% | 75.5%+21.7pp | 76.6%+20.6pp | 69.8%+27.4pp |
| Annual return | 7.51% | -10.89%+18.4pp | 35.91%-28.4pp | 1.58%+5.9pp |
| Employer contribution / active EE | $4,138 | $2,153+92.2% | $2,836+45.9% | $2,544+62.6% |
| Participant deferral / active EE | $11,055 | $4,100+169.6% | $4,656+137.4% | $4,237+160.9% |
| Admin fee / account holder | $159 | $642-75.2% | $7,493-97.9% | $593-73.2% |