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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $27,290 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 9665 WILSHIRE BLVD, SUITE 600 · BEVERLY HILLS, CA 90212 | Advisory (Plan) | $27,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,905 | $60,989+85.1% | $60,874+85.5% | $66,914+68.7% |
| Participation rate | 92.5% | 74.5%+18.0pp | 73.1%+19.4pp | 69.8%+22.7pp |
| Annual return | -12.70% | -9.60%-3.1pp | 16.90%-29.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $6,838 | $2,661+157.0% | $2,701+153.1% | $2,544+168.7% |
| Participant deferral / active EE | $5,464 | $3,615+51.2% | $3,817+43.2% | $4,237+29.0% |
| Admin fee / account holder | $162 | $338-52.2% | $3,224-95.0% | $593-72.7% |