Filed June 14, 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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 4350 LA JOLLA VILLAGE · SAN DIEGO, CA 92122 | Advisory (Plan) | $50,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $39,283 |
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 | $85,526 | $80,005+6.9% | $140,016-38.9% | $55,725+53.5% |
| Participation rate | 97.5% | 87.0%+10.5pp | 87.5%+10.0pp | 70.9%+26.7pp |
| Annual return | -3.60% | 0.46%-4.1pp | 651.12%-654.7pp | 244.93%-248.5pp |
| Employer contribution / active EE | $2,868 | $3,403-15.7% | $5,606-48.8% | $2,078+38.0% |
| Participant deferral / active EE | $3,825 | $5,264-27.3% | $6,927-44.8% | $3,356+14.0% |
| Admin fee / account holder | $153 | $116+31.9% | $10,705-98.6% | $115+32.5% |