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 BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2624428 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $45,000 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,225 | $76,050+131.7% | $96,544+82.5% | $71,457+146.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 15.04% | 22.81%-7.8pp | 25.84%-10.8pp | 28.85%-13.8pp |
| Employer contribution / active EE | $3,314 | $2,244+47.7% | $2,965+11.8% | $2,588+28.1% |
| Participant deferral / active EE | $9,146 | $4,215+117.0% | $4,851+88.5% | $4,289+113.2% |
| Admin fee / account holder | $142 | $2,707-94.8% | $8,252-98.3% | $1,587-91.1% |