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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 9665 WILSHIRE BLVD, SUITE 600 · BEVERLY HILLS, CA 90212 | Advisory (Plan) | $28,357 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $25,036 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $126,046 | $65,322+93.0% | $70,449+78.9% | $73,488+71.5% |
| Participation rate | 95.2% | 77.0%+18.3pp | 75.1%+20.2pp | 70.7%+24.6pp |
| Annual return | 12.95% | 15.71%-2.8pp | 109.03%-96.1pp | 28.51%-15.6pp |
| Employer contribution / active EE | $5,970 | $2,460+142.7% | $2,737+118.1% | $2,270+163.0% |
| Participant deferral / active EE | $4,786 | $3,375+41.8% | $3,709+29.1% | $3,740+28.0% |
| Admin fee / account holder | $165 | $214-23.1% | $3,845-95.7% | $513-67.9% |