Filed February 21, 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $31,573 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,017 |
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 | $36,279 | $50,982-28.8% | $154,803-76.6% | $85,563-57.6% |
| Participation rate | 75.6% | 59.8%+15.8pp | 78.1%-2.4pp | 66.0%+9.7pp |
| Annual return | 13.39% | 30.35%-17.0pp | 58.88%-45.5pp | 31.51%-18.1pp |
| Employer contribution / active EE | $1,136 | $1,708-33.5% | $4,305-73.6% | $2,654-57.2% |
| Participant deferral / active EE | $2,589 | $2,474+4.7% | $5,540-53.3% | $4,375-40.8% |
| Admin fee / account holder | $69 | $846-91.8% | $14,329-99.5% | $834-91.7% |