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 BARNEY3+ years Filed as: MORGAN STANLEY Service code 26 · EIN 13-2919733 | Advisory (Participants) | $55,220 |
DYNAMIC PENSION SERVICES, INC.3+ years Filed as: DYNAMIC PENSION SERVICES Service code 15 · EIN 31-1585572 | Recordkeeping | $20,661 |
TWG BENEFITS, INC.3+ years Filed as: TWG Service code 15 · EIN 36-4028918 | Recordkeeping | $15,289 |
LT TRUST COMPANY3+ years Filed as: MG TRUST Service code 15 · EIN 01-0609808 | Recordkeeping | $8,676 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,450 | $46,173+7.1% | $170,442-71.0% | $69,631-29.0% |
| Participation rate | 84.0% | 63.9%+20.1pp | 83.6%+0.4pp | 70.7%+13.3pp |
| Annual return | 7.65% | 21.62%-14.0pp | 205.93%-198.3pp | 27571.02%-27563.4pp |
| Employer contribution / active EE | $1,966 | $1,610+22.1% | $5,433-63.8% | $2,032-3.3% |
| Participant deferral / active EE | $3,479 | $2,080+67.2% | $4,939-29.6% | $3,224+7.9% |
| Admin fee / account holder | $253 | $116+118.6% | $13,880-98.2% | $110+129.5% |