Filed June 14, 2006
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 BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $89,657 |
MEADEN & MOORE, LTD.8 years Filed as: MEADEN & MOORE Service code 10 · EIN 31-1818258 | Accounting | $20,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,967 | $128,899-9.3% | $113,168+3.4% | $102,872+13.7% |
| Participation rate | 97.1% | 87.0%+10.1pp | 76.6%+20.5pp | 73.0%+24.1pp |
| Annual return | 16.34% | 15.88%+0.5pp | 24.27%-7.9pp | 19.06%-2.7pp |
| Employer contribution / active EE | $4,616 | $3,713+24.3% | $2,975+55.1% | $3,526+30.9% |
| Participant deferral / active EE | $7,493 | $6,787+10.4% | $5,107+46.7% | $5,535+35.4% |
| Admin fee / account holder | $21 | $129-83.9% | $12,068-99.8% | $292-92.9% |