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 BARNEY4+ years Filed as: MORGAN STANLEY Service code 26 · EIN 13-2919733 | Advisory (Participants) | $62,401 |
TWG BENEFITS, INC.4+ years Filed as: TWG Service code 15 · EIN 36-4028918 | Recordkeeping | $19,555 |
DYNAMIC PENSION SERVICES, INC.4+ years Filed as: DYNAMIC PENSION SERVICES Service code 15 · EIN 31-1585572 | Recordkeeping | $8,451 |
LT TRUST COMPANY4+ years Filed as: MG TRUST Service code 15 · EIN 01-0609808 | Recordkeeping | $8,310 |
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 | $35,347 | $37,196-5.0% | $154,107-77.1% | $55,725-36.6% |
| Participation rate | 82.0% | 64.1%+17.9pp | 83.0%-1.0pp | 70.9%+11.1pp |
| Annual return | -4.04% | 1319.68%-1323.7pp | 735.12%-739.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,926 | $1,614+19.3% | $5,298-63.6% | $2,078-7.3% |
| Participant deferral / active EE | $3,586 | $2,068+73.4% | $5,081-29.4% | $3,356+6.9% |
| Admin fee / account holder | $179 | $102+76.0% | $13,411-98.7% | $115+55.3% |