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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $75,000 |
MELTON & MELTON LLP7+ years Filed as: MELTON & MELTON L.L.P. Service code 10 · EIN 74-1550819 | Accounting | $17,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,197 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,859 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,163 | $72,482+93.4% | $129,110+8.6% | $64,808+116.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.3%+22.7pp | 71.5%+28.5pp |
| Annual return | -17.96% | -9.08%-8.9pp | -10.94%-7.0pp | 32.82%-50.8pp |
| Employer contribution / active EE | $8,614 | $4,247+102.8% | $5,052+70.5% | $2,506+243.8% |
| Participant deferral / active EE | $9,953 | $5,679+75.3% | $6,542+52.1% | $4,310+130.9% |
| Admin fee / account holder | $11 | $144-92.2% | $14,302-99.9% | $188-94.0% |