Filed October 20, 2006
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 |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $275,105 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING-MORGAN STANLEY Service code 27 35 VILLAGE ROAD · MIDDLETON, MA 01949 | Advisory (Plan) | $144,151 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,714 | $122,186+55.3% | $146,958+29.1% | $199,593-4.9% |
| Participation rate | 86.2% | 78.3%+7.9pp | 82.2%+4.0pp | 72.0%+14.2pp |
| Annual return | 15.78% | 30.56%-14.8pp | 418.34%-402.6pp | 34.25%-18.5pp |
| Employer contribution / active EE | $7,121 | $4,093+74.0% | $4,933+44.4% | $3,034+134.7% |
| Participant deferral / active EE | $13,910 | $8,502+63.6% | $8,070+72.4% | $5,087+173.4% |
| Admin fee / account holder | $158 | $179-11.8% | $12,998-98.8% | $269-41.4% |