Filed February 24, 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 BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $39,906 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,367 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,041 | $106,028-37.7% | $146,958-55.1% | $77,643-14.9% |
| Participation rate | 77.2% | 78.4%-1.1pp | 82.2%-4.9pp | 70.6%+6.7pp |
| Annual return | 13.68% | 56.73%-43.1pp | 418.34%-404.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $3,190 | $4,063-21.5% | $4,933-35.3% | $2,726+17.0% |
| Participant deferral / active EE | $6,355 | $7,990-20.5% | $8,070-21.2% | $4,647+36.8% |
| Admin fee / account holder | $48 | $337-85.9% | $12,998-99.6% | $430-88.9% |