Filed January 6, 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 7755 MONTGOMERY ROAD · CINCINNATI, OH 45236 | Securities Custodian | $76,074 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 25-1159360 255 EAST FIFTH STREET · CINCINNATI, OH 45202 | Actuarial | $51,942 |
BAHL & GAYNOR1+ years Service code 19 255 E. FIFTH STREET · CINCINNATI, OH 45202 | Securities Custodian | $45,725 |
Filed as: MCDONNELL INVESTMENTS Service code 52 · EIN 46-1057753 1515 W. 22ND STREET · OAKBROOK, IL 60523 | Indirect Investment Fees | $21,294 |
FAYEZ SAROFIM & CO2+ years Service code 52 · EIN 74-1312679 2 HOUSTON CENTER · HOUSTON, TX 77010 | Indirect Investment Fees | $19,881 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 6.28% | 5.68%+0.6pp | 4.74%+1.5pp | 4.56%+1.7pp |
| Employer contribution / active EE | $90,909 | $16,243+459.7% | $36,089+151.9% | $15,526+485.5% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |