Filed June 14, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,931 |
Service code 60 · EIN 04-1590850 | Sub-TA Fees | $2,343 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 | Other Services | $337 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,950 | $69,305-74.1% | $82,313-78.2% | $69,631-74.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 14.81% | 21.47%-6.7pp | 25.88%-11.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,227 | $1,887-35.0% | $2,428-49.5% | $2,032-39.6% |
| Participant deferral / active EE | $1,395 | $3,568-60.9% | $3,706-62.3% | $3,224-56.7% |
| Admin fee / account holder | $17 | $97-82.5% | $5,608-99.7% | $110-84.6% |