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 BARNEY3 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 | $21,166 |
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 | $100,483 | $88,515+13.5% | $162,163-38.0% | $67,579+48.7% |
| Participation rate | 97.6% | 86.8%+10.8pp | 87.6%+10.1pp | 71.3%+26.3pp |
| Annual return | 22.01% | 27.04%-5.0pp | 115.59%-93.6pp | 378.56%-356.5pp |
| Employer contribution / active EE | $3,157 | $3,563-11.4% | $5,614-43.8% | $2,148+47.0% |
| Participant deferral / active EE | $4,265 | $5,724-25.5% | $7,298-41.6% | $3,539+20.5% |
| Admin fee / account holder | $115 | $124-6.9% | $10,843-98.9% | $142-19.1% |