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 BARNEY3+ years Filed as: MORGAN STANLEY Service code 17 · EIN 26-4310632 | Pension Consulting | $99,556 |
KORN FERRY HAY GROUP2 years Service code 11 1650 ARCH ST. · PHILADELPHIA, PA 191032029 | Actuarial | $18,200 |
RELIANCE TRUST COMPANY3+ years Filed as: RELIANCE Service code 14 · EIN 58-1428634 | Plan Administrator | $13,387 |
BOWMAN & COMPANY LLP3+ years Filed as: BOWMAN AND COMPANY Service code 10 601 WHITE HORSE ROAD · VOORHEEES, NJ 08043 | Accounting | $12,250 |
KOERNER, THOMAS G.1 year Filed as: KOERNER & ASSOCIATES LLC Service code 10 3350 STATE HIGHWAY 138 · WALL TOWNSHIP, NJ 07719 | Accounting | $5,325 |
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 | $25,472-100.0% | $308,850-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 48.5%-48.5pp | 11.3%-11.3pp |
| Annual return | 11.01% | 9.27%+1.7pp | 14.41%-3.4pp | 10.41%+0.6pp |
| Employer contribution / active EE | $23,077 | $15,826+45.8% | $45,283-49.0% | $14,691+57.1% |
| Participant deferral / active EE | $0 | $12-100.0% | $125-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $9,941-100.0% | $2,646-100.0% |