Filed November 5, 2010
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: MORGANSTANLEY SMITHBARNEY LLC Service code 49 | Other Services | $14,874 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 49 · EIN 26-4310844 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,188 | $42,546+72.0% | $71,796+1.9% | $55,167+32.7% |
| Participation rate | 39.5% | 59.1%-19.6pp | 69.1%-29.6pp | 69.0%-29.5pp |
| Annual return | 10.93% | 12.36%-1.4pp | 78.04%-67.1pp | 169.23%-158.3pp |
| Employer contribution / active EE | $480 | $803-40.3% | $1,924-75.1% | $1,963-75.6% |
| Participant deferral / active EE | $1,784 | $2,064-13.6% | $2,794-36.2% | $3,054-41.6% |
| Admin fee / account holder | $4 | $650-99.3% | $4,815-99.9% | $504-99.1% |