Filed January 26, 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 SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $138,379 |
Filed as: HARDING, SHYMANSKI & CO., P.S.C. Service code 10 PO BOX 3677 · EVANSVILLE, IN 477353677 | Accounting | $28,500 |
CERIDIAN1+ years Service code 99 3311 E. OLD SHAKOPEE RD · BLOOMINGTON, MN 55425 | Other Fees | $7,993 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $67,979 | $107,045-36.5% | $108,745-37.5% | $63,975+6.3% |
| Participation rate | 96.5% | 81.9%+14.5pp | 77.7%+18.8pp | 71.1%+25.3pp |
| Annual return | 9.60% | 18.14%-8.5pp | 46.22%-36.6pp | 48.65%-39.1pp |
| Employer contribution / active EE | $2,100 | $2,651-20.8% | $3,323-36.8% | $2,182-3.8% |
| Participant deferral / active EE | $3,582 | $4,292-16.5% | $5,121-30.1% | $3,356+6.7% |
| Admin fee / account holder | $75 | $67+12.1% | $6,144-98.8% | $70+6.8% |