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 BARNEY7 years Filed as: MORGAN STANLEY Service code 27 4350 LA JOLLA VILLAGE · SAN DIEGO, CA 92122 | Advisory (Plan) | $50,000 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $39,220 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $28,058 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,718 | $100,227+16.5% | $169,993-31.3% | $74,419+56.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 16.52% | 66.08%-49.6pp | 53.37%-36.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $3,891 | $4,263-8.7% | $6,785-42.7% | $2,637+47.5% |
| Participant deferral / active EE | $5,732 | $7,143-19.7% | $10,408-44.9% | $4,528+26.6% |
| Admin fee / account holder | $165 | $234-29.7% | $12,815-98.7% | $348-52.6% |