Filed January 28, 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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $166,156 |
BLACKSTONE1 year Filed as: BLACKSTONE REIT Service code 49 · EIN 81-0696966 | Other Services | $0 |
Service code 49 · EIN 26-3896805 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY BANK N.A. Service code 33 · EIN 36-3707380 | Other services; Securities brokerage;... | $0 |
Filed as: MORGAN STANLEY PRIVATE BANK Service code 33 · EIN 22-3458456 | Other commissions; Other services; Se... | $0 |
See 1 actuary disclosure. $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.
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 | $0 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 14.62% | 11.16%+3.5pp | 10.36%+4.3pp | 10.41%+4.2pp |
| Employer contribution / active EE | $78,652 | $16,610+373.5% | $37,738+108.4% | $14,691+435.4% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |