Filed February 25, 2006 (most recent of 2 filings on file)
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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 13-3040307 | Advisory (Plan) | $50,121 |
INVESCO4+ years Filed as: INVESCO TRUST COMPANY Service code 50 · EIN 84-0591534 | Direct Payment | $42,937 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $31,999 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
JOHNSON LAUDER & SAVIDGE2 years Service code 49 · EIN 16-0919630 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $133,418 | $80,005+66.8% | $140,016-4.7% | $55,725+139.4% |
| Participation rate | 88.1% | 87.0%+1.1pp | 87.5%+0.6pp | 70.9%+17.2pp |
| Annual return | -4.23% | 0.46%-4.7pp | 651.12%-655.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $6,347 | $3,403+86.5% | $5,606+13.2% | $2,078+205.4% |
| Participant deferral / active EE | $5,051 | $5,264-4.0% | $6,927-27.1% | $3,356+50.5% |
| Admin fee / account holder | $203 | $116+75.8% | $10,705-98.1% | $115+76.5% |