Filed March 10, 2010
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 |
|---|---|---|
Filed as: MORGAN STANLEY- MOTT GROUP Service code 27 · EIN 36-3145972 | Advisory (Plan) | $56,250 |
MELTON & MELTON LLP1 year Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $16,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$79,901 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,205 | $64,457+80.3% | $111,392+4.3% | $55,725+108.5% |
| Participation rate | 99.5% | 79.7%+19.8pp | 78.9%+20.7pp | 70.9%+28.7pp |
| Annual return | -6.30% | -19.97%+13.7pp | -2.06%-4.2pp | 244.93%-251.2pp |
| Employer contribution / active EE | $9,417 | $3,956+138.0% | $4,328+117.6% | $2,078+353.1% |
| Participant deferral / active EE | $8,397 | $5,219+60.9% | $5,567+50.8% | $3,356+150.3% |
| Admin fee / account holder | -$6 | $112-105.8% | $12,266-100.1% | $115-105.6% |