Filed June 4, 2003 (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 9-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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC. Service code 27 · EIN 52-1568099 | Advisory (Plan) | $136,912 |
BPAS1+ years Filed as: BPAS ACTUARIAL AND PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $11,675 |
FIRST STATE TRUST COMPANY1+ years Service code 21 TWO RIGHTER PARKWAY, STE 250 · WILMINGTON, DE 19803 | Bank Trustee | $8,007 |
EFPR GROUP, CPAS, PLLC1+ years Filed as: EFPR GROUP CPAS PLLC Service code 10 · EIN 47-4526160 280 KENNETH DRIVE, SUITE 100 · ROCHESTER, NY 14623 | Accounting | $7,000 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -2.04% | -2.03%0pp | -2.00%0pp | 2.81%-4.8pp |
| Employer contribution / active EE | $3,222 | $9,185-64.9% | $34,470-90.7% | $16,358-80.3% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |