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 BARNEY2+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $33,131 |
Filed as: CBIZ OPERATIONS INC CBIZ MHM LLC - Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $11,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,638 |
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 | $90,982 | $50,898+78.8% | $171,082-46.8% | $55,167+64.9% |
| Participation rate | 71.8% | 63.3%+8.5pp | 76.7%-4.9pp | 69.0%+2.8pp |
| Annual return | 9.04% | 15.34%-6.3pp | 32.56%-23.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,399 | $1,433-2.4% | $4,002-65.0% | $1,963-28.7% |
| Participant deferral / active EE | $3,048 | $2,994+1.8% | $4,797-36.5% | $3,054-0.2% |
| Admin fee / account holder | $383 | $500-23.3% | $8,520-95.5% | $504-24.0% |