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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $75,000 |
MELTON & MELTON LLP6+ years Filed as: MELTON & MELTON L.L.P. Service code 10 · EIN 74-1550819 | Accounting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,506 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,553 | $92,303+88.0% | $152,466+13.8% | $86,799+99.9% |
| Participation rate | 99.6% | 81.1%+18.6pp | 78.2%+21.4pp | 72.3%+27.3pp |
| Annual return | 15.57% | 531.69%-516.1pp | 757.33%-741.8pp | 97.91%-82.3pp |
| Employer contribution / active EE | $7,296 | $3,748+94.7% | $4,327+68.6% | $2,405+203.3% |
| Participant deferral / active EE | $8,396 | $5,599+50.0% | $5,820+44.3% | $4,131+103.3% |
| Admin fee / account holder | $29 | $150-80.4% | $15,805-99.8% | $170-82.7% |