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 BARNEY8 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 | $36,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,545 | $129,021-0.4% | $184,203-30.2% | $77,643+65.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 13.24% | 33.27%-20.0pp | 28.81%-15.6pp | 31.24%-18.0pp |
| Employer contribution / active EE | $4,256 | $4,413-3.5% | $6,427-33.8% | $2,726+56.2% |
| Participant deferral / active EE | $6,006 | $7,297-17.7% | $9,131-34.2% | $4,647+29.2% |
| Admin fee / account holder | $122 | $254-51.9% | $13,901-99.1% | $430-71.7% |