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 BARNEY2+ years Filed as: MORGAN STANLEY Service code 17 · EIN 26-4310632 | Pension Consulting | $107,346 |
KORN FERRY HAY GROUP1 year Service code 11 1650 ARCH ST. · PHILADELPHIA, PA 191032029 | Actuarial | $25,485 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE Service code 14 · EIN 58-1428634 | Plan Administrator | $13,326 |
BOWMAN & COMPANY LLP2+ years Filed as: BOWMAN AND COMPANY Service code 10 601 WHITE HORSE ROAD · VOORHEEES, NJ 08043 | Accounting | $11,900 |
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 | $29,685-100.0% | $264,156-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 18.4%-18.4pp | 45.6%-45.6pp | 12.6%-12.6pp |
| Annual return | 3.31% | 4.97%-1.7pp | 4.74%-1.4pp | 4.56%-1.3pp |
| Employer contribution / active EE | $12,500 | $17,970-30.4% | $46,220-73.0% | $15,526-19.5% |
| Participant deferral / active EE | $0 | $141-100.0% | $248-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $12,050-100.0% | $1,711-100.0% |