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 BARNEY6 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 | $29,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,573 | $86,897+19.2% | $151,611-31.7% | $64,808+59.8% |
| Participation rate | 99.8% | 87.3%+12.5pp | 87.5%+12.3pp | 71.5%+28.3pp |
| Annual return | -16.52% | -3.57%-13.0pp | 3.33%-19.9pp | 32.82%-49.3pp |
| Employer contribution / active EE | $3,769 | $4,010-6.0% | $6,166-38.9% | $2,506+50.4% |
| Participant deferral / active EE | $5,732 | $6,690-14.3% | $8,363-31.5% | $4,310+33.0% |
| Admin fee / account holder | $116 | $153-24.0% | $11,616-99.0% | $188-38.1% |