Filed March 25, 2008
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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $24,383 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 9665 WILSHIRE BLVD STE 600 · BEVERLY HILLS, CA 90212 | Advisory (Plan) | $20,784 |
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 | $125,879 | $65,322+92.7% | $70,449+78.7% | $73,488+71.3% |
| Participation rate | 96.3% | 77.0%+19.3pp | 75.1%+21.2pp | 70.7%+25.6pp |
| Annual return | 15.44% | 15.71%-0.3pp | 109.03%-93.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $4,540 | $2,460+84.6% | $2,737+65.9% | $2,270+100.0% |
| Participant deferral / active EE | $6,292 | $3,375+86.4% | $3,709+69.7% | $3,740+68.2% |
| Admin fee / account holder | $157 | $214-26.6% | $3,845-95.9% | $513-69.4% |