Filed December 15, 2006
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 |
|---|---|---|
ROPES & GRAY LLP2 years Service code 99 · EIN 04-2233412 | Other Fees | $164,154 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $87,715 |
Filed as: MORGAN STANLEY DMSTIC HLDGS INC Service code 17 · EIN 20-8764829 | Pension Consulting | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $372,228 | $100,227+271.4% | $169,993+119.0% | $74,419+400.2% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.0%+12.7pp | 70.7%+29.0pp |
| Annual return | 16.92% | 66.08%-49.2pp | 53.37%-36.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $26,776 | $4,263+528.1% | $6,785+294.6% | $2,637+915.3% |
| Participant deferral / active EE | $14,194 | $7,143+98.7% | $10,408+36.4% | $4,528+213.5% |
| Admin fee / account holder | $492 | $234+109.8% | $12,815-96.2% | $348+41.4% |