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 BARNEY7 years Filed as: MORGAN STANLEY- THE MOTT GROUP Service code 27 · EIN 20-8764829 | Advisory (Plan) | $93,750 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,073 |
MELTON & MELTON LLP10+ years Filed as: MELTON & MELTON L.L.P. Service code 10 · EIN 74-1550819 | Accounting | $18,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$96,621 |
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 | $176,795 | $124,732+41.7% | $180,183-1.9% | $85,563+106.6% |
| Participation rate | 99.5% | 83.2%+16.4pp | 77.4%+22.1pp | 66.0%+33.6pp |
| Annual return | 20.45% | 17.73%+2.7pp | 27.86%-7.4pp | 31.51%-11.1pp |
| Employer contribution / active EE | $8,981 | $5,370+67.3% | $5,039+78.2% | $2,654+238.4% |
| Participant deferral / active EE | $11,243 | $7,763+44.8% | $6,822+64.8% | $4,375+157.0% |
| Admin fee / account holder | $54 | $294-81.8% | $19,975-99.7% | $834-93.6% |