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- THE MOTT GROUP Service code 27 · EIN 36-3145972 | Advisory (Plan) | $75,000 |
MELTON & MELTON LLP1 year Service code 10 · EIN 74-1550819 | Accounting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$51,744 |
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 | $143,213 | $72,658+97.1% | $127,761+12.1% | $67,579+111.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 79.0%+21.0pp | 71.3%+28.7pp |
| Annual return | 24.86% | 26.49%-1.6pp | 26.14%-1.3pp | 378.56%-353.7pp |
| Employer contribution / active EE | $10,106 | $3,988+153.4% | $4,574+120.9% | $2,148+370.5% |
| Participant deferral / active EE | $9,065 | $5,383+68.4% | $6,021+50.6% | $3,539+156.1% |
| Admin fee / account holder | $31 | $127-75.6% | $9,395-99.7% | $142-78.2% |