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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 17 · EIN 26-4310632 | Pension Consulting | $89,903 |
KORN FERRY HAY GROUP3 years Service code 11 1650 ARCH ST. · PHILADELPHIA, PA 191032029 | Actuarial | $20,950 |
BOWMAN & COMPANY LLP4+ years Filed as: BOWMAN AND COMPANY Service code 10 601 WHITE HORSE ROAD · VOORHEEES, NJ 08043 | Accounting | $12,500 |
RELIANCE TRUST COMPANY1 year Service code 14 · EIN 58-1428634 | Plan Administrator | $12,173 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,985-100.0% | $1,035,159-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 26.0%-26.0pp | 49.6%-49.6pp | 14.6%-14.6pp |
| Annual return | -2.12% | -4.17%+2.1pp | -61.72%+59.6pp | 10.56%-12.7pp |
| Employer contribution / active EE | $18,919 | $16,396+15.4% | $47,703-60.3% | $13,643+38.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $5,792-100.0% | $3,354-100.0% |