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 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 |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS Service code 27 · EIN 13-4071393 | Advisory (Plan) | $57,086 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $33,288 |
BOWMAN & COMPANY LLP2 years Filed as: BOWMAN AND COMPANY LLP Service code 10 601 WHITE HORSE RD. · VOORHEES, NJ 08043 | Accounting | $11,250 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $3,791 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,905 | $101,317+167.4% | $146,958+84.3% | $74,495+263.7% |
| Participation rate | 93.5% | 75.5%+17.9pp | 82.2%+11.3pp | 67.2%+26.3pp |
| Annual return | 16.71% | 8730.91%-8714.2pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $6,712 | $3,810+76.2% | $4,933+36.1% | $2,623+155.9% |
| Participant deferral / active EE | $10,752 | $7,303+47.2% | $8,070+33.2% | $4,346+147.4% |
| Admin fee / account holder | $639 | $1,739-63.3% | $12,998-95.1% | $1,942-67.1% |