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- THE MOTT GROUP Service code 27 · EIN 20-8764829 | Advisory (Plan) | $75,000 |
MELTON & MELTON LLP9+ years Filed as: MELTON & MELTON L.L.P. Service code 10 · EIN 74-1550819 | Accounting | $35,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,381 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$122,219 |
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 | $145,541 | $96,486+50.8% | $153,485-5.2% | $77,643+87.5% |
| Participation rate | 99.4% | 81.6%+17.7pp | 77.1%+22.3pp | 70.6%+28.8pp |
| Annual return | 17.57% | 14.44%+3.1pp | 15.65%+1.9pp | 31.24%-13.7pp |
| Employer contribution / active EE | $6,949 | $5,224+33.0% | $5,039+37.9% | $2,726+154.9% |
| Participant deferral / active EE | $7,772 | $6,609+17.6% | $6,757+15.0% | $4,647+67.2% |
| Admin fee / account holder | $4 | $182-98.0% | $12,724-100.0% | $430-99.2% |