Filed November 13, 2005
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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 9665 WILSHIRE BLVD, SUITE 600 · BEVERLY HILLS, CA 90212 | Advisory (Plan) | $38,365 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $20,778 |
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 | $115,654 | $60,795+90.2% | $69,455+66.5% | $65,185+77.4% |
| Participation rate | 95.2% | 74.9%+20.3pp | 74.6%+20.6pp | 70.2%+25.0pp |
| Annual return | 17.54% | 17.46%+0.1pp | 28.97%-11.4pp | 29.38%-11.8pp |
| Employer contribution / active EE | $5,736 | $2,452+133.9% | $2,779+106.4% | $2,177+163.5% |
| Participant deferral / active EE | $4,773 | $3,162+51.0% | $3,535+35.0% | $3,514+35.9% |
| Admin fee / account holder | $181 | $314-42.4% | $3,839-95.3% | $847-78.7% |