Filed January 6, 2006
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 9-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 BARNEY1+ years Filed as: MORGAN STANLEY Service code 17 · EIN 26-4310632 | Pension Consulting | $118,599 |
KORN FERRY HAY GROUP1+ years Filed as: HAY GROUP Service code 11 1650 ARCH ST. · PHILADELPHIA, PA 191032029 | Actuarial | $25,275 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE Service code 14 · EIN 58-1428634 | Plan Administrator | $22,037 |
BOWMAN & COMPANY LLP1+ years Filed as: BOWMAN AND COMPANY Service code 10 601 WHITE HORSE ROAD · VOORHEEES, NJ 08043 | Accounting | $20,270 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,192-100.0% | $252,559-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 50.9%-50.9pp | 15.7%-15.7pp |
| Annual return | -1.16% | -1.30%+0.1pp | -1.68%+0.5pp | -7.14%+6.0pp |
| Employer contribution / active EE | $11,628 | $17,978-35.3% | $44,959-74.1% | $14,613-20.4% |
| Participant deferral / active EE | $0 | $0 | $330-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,033-100.0% | $12,994-100.0% | $1,191-100.0% |