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 BARNEY5 years Filed as: MORGAN STANLEY Service code 27 4350 LA JOLLA VILLAGE · SAN DIEGO, CA 92122 | Advisory (Plan) | $50,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $29,892 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,348 | $111,491+17.8% | $189,513-30.7% | $86,799+51.3% |
| Participation rate | 97.5% | 87.3%+10.2pp | 87.8%+9.7pp | 72.3%+25.2pp |
| Annual return | 11.53% | 83.50%-72.0pp | 555.15%-543.6pp | 97.91%-86.4pp |
| Employer contribution / active EE | $3,690 | $3,951-6.6% | $6,162-40.1% | $2,405+53.4% |
| Participant deferral / active EE | $5,412 | $6,437-15.9% | $8,221-34.2% | $4,131+31.0% |
| Admin fee / account holder | $123 | $189-34.8% | $12,045-99.0% | $170-27.4% |