Filed June 9, 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 SMITH BARNEY LLC Service code 55 | Other Commissions | $31,539 |
PENSION ASSURANCE LLP1 year Service code 99 · EIN 30-0840934 | Other Fees | $6,500 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INSURANCE & ANNUITY Service code 55 1 NEW YORK PLZ FL12 · NEW YORK, NY 10004 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,583 | $80,753+45.6% | $136,294-13.7% | $62,292+88.8% |
| Participation rate | 97.9% | 73.5%+24.4pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | 14.88% | 35.83%-20.9pp | 5155.94%-5141.1pp | 28.90%-14.0pp |
| Employer contribution / active EE | $6,336 | $2,884+119.7% | $4,695+34.9% | $2,042+210.2% |
| Participant deferral / active EE | $7,146 | $5,164+38.4% | $6,247+14.4% | $3,169+125.5% |
| Admin fee / account holder | $2 | $525-99.6% | $9,243-100.0% | $479-99.6% |