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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $26,642 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $14,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,351 | $65,557+101.9% | $64,056+106.6% | $71,457+85.2% |
| Participation rate | 99.3% | 73.2%+26.2pp | 72.3%+27.0pp | 67.9%+31.4pp |
| Annual return | 15.41% | 18.94%-3.5pp | 33.69%-18.3pp | 28.85%-13.4pp |
| Employer contribution / active EE | $6,988 | $2,669+161.8% | $2,747+154.4% | $2,588+170.1% |
| Participant deferral / active EE | $5,677 | $3,626+56.6% | $3,880+46.3% | $4,289+32.4% |
| Admin fee / account holder | $126 | $616-79.5% | $3,068-95.9% | $1,587-92.1% |