Filed October 30, 2005
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 BARNEY1+ years Filed as: MORGAN STANLEY Service code 26 · EIN 13-2919733 | Advisory (Participants) | $42,419 |
TWG BENEFITS, INC.1+ years Filed as: TWG Service code 15 · EIN 36-4028918 | Recordkeeping | $11,944 |
DYNAMIC PENSION SERVICES, INC.1+ years Filed as: DYNAMIC PENSION SERVICES Service code 15 · EIN 31-1585572 | Recordkeeping | $11,060 |
LT TRUST COMPANY1+ years Filed as: MG TRUST Service code 15 · EIN 01-0609808 | Recordkeeping | $6,814 |
APPRAISAL ASSOCIATES, LLC1+ years Service code 34 · EIN 25-1907430 | Valuation (appraisals, etc.) | $5,500 |
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 | $45,094 | $37,117+21.5% | $147,614-69.5% | $55,191-18.3% |
| Participation rate | 91.6% | 63.6%+28.0pp | 84.6%+7.0pp | 69.2%+22.4pp |
| Annual return | 0.40% | 3.44%-3.0pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $2,004 | $1,620+23.7% | $5,564-64.0% | $1,899+5.6% |
| Participant deferral / active EE | $3,400 | $1,985+71.2% | $4,895-30.6% | $3,046+11.6% |
| Admin fee / account holder | $227 | $86+165.8% | $11,611-98.0% | $91+150.5% |