Filed December 20, 2006 (most recent of 2 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 BARNEY1+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $24,751 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ MHM, LLC Service code 10 401 PLYMOUTH ROAD · PLYMOUTH MEETING, PA 19462 | Accounting | $11,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $8,620 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,338 | $45,283+92.9% | $155,790-43.9% | $52,331+66.9% |
| Participation rate | 74.2% | 62.2%+12.0pp | 76.1%-1.9pp | 68.1%+6.1pp |
| Annual return | -0.42% | 1.80%-2.2pp | 71.54%-72.0pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,459 | $1,329+9.8% | $3,836-62.0% | $1,882-22.5% |
| Participant deferral / active EE | $3,216 | $2,854+12.7% | $4,797-33.0% | $3,022+6.4% |
| Admin fee / account holder | $372 | $981-62.1% | $7,478-95.0% | $592-37.2% |