Filed May 10, 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 BARNEY4 years Filed as: MORGAN STANLEY Service code 10 · EIN 36-3145972 | Accounting | $79,125 |
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $34,550 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,044 | $86,225+19.5% | $146,665-29.7% | $86,799+18.7% |
| Participation rate | 95.1% | 78.0%+17.1pp | 80.1%+15.0pp | 72.3%+22.8pp |
| Annual return | 25.85% | 31.23%-5.4pp | 22.74%+3.1pp | 97.91%-72.1pp |
| Employer contribution / active EE | $1,986 | $2,392-17.0% | $4,136-52.0% | $2,405-17.4% |
| Participant deferral / active EE | $4,561 | $4,245+7.4% | $5,506-17.2% | $4,131+10.4% |
| Admin fee / account holder | $199 | $195+1.6% | $10,280-98.1% | $170+17.1% |