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- THE MOTT GROUP Service code 27 · EIN 20-8764829 | Advisory (Plan) | $56,250 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,195 |
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 | $153,040 | $102,197+49.7% | $142,449+7.4% | $74,419+105.6% |
| Participation rate | 99.8% | 79.8%+19.9pp | 76.8%+23.0pp | 70.7%+29.0pp |
| Annual return | 20.92% | 19.73%+1.2pp | 19.99%+0.9pp | 34.38%-13.5pp |
| Employer contribution / active EE | $7,777 | $5,052+54.0% | $4,847+60.4% | $2,637+194.9% |
| Participant deferral / active EE | $8,867 | $6,304+40.7% | $6,283+41.1% | $4,528+95.8% |
| Admin fee / account holder | -$29 | $186-115.5% | $10,011-100.3% | $348-108.3% |