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 BARNEY2+ years Filed as: MORGAN STANLEY Service code 26 · EIN 13-2919733 | Advisory (Participants) | $46,074 |
DYNAMIC PENSION SERVICES, INC.2+ years Filed as: DYNAMIC PENSION SERVICES Service code 15 · EIN 31-1585572 | Recordkeeping | $16,392 |
TWG BENEFITS, INC.2+ years Filed as: TWG Service code 15 · EIN 36-4028918 | Recordkeeping | $12,604 |
LT TRUST COMPANY2+ years Filed as: MG TRUST Service code 15 · EIN 01-0609808 | Recordkeeping | $7,383 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,368 | $36,916+33.7% | $156,549-68.5% | $57,658-14.4% |
| Participation rate | 91.7% | 63.4%+28.3pp | 84.0%+7.7pp | 70.2%+21.5pp |
| Annual return | 7.46% | 12.38%-4.9pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,506 | $1,571+59.5% | $5,501-54.4% | $1,974+27.0% |
| Participant deferral / active EE | $4,150 | $1,926+115.5% | $4,871-14.8% | $3,061+35.6% |
| Admin fee / account holder | $224 | $82+171.6% | $13,027-98.3% | $95+137.0% |