Filed July 12, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $146,152 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,592 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GRAYSTONE CONSULTIN Service code 27 · EIN 36-3145972 | Advisory (Plan) | $25,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,177 | $110,299-71.7% | $102,423-69.6% | $199,593-84.4% |
| Participation rate | 87.3% | 86.3%+1.0pp | 76.5%+10.8pp | 72.0%+15.3pp |
| Annual return | 17.97% | 35.73%-17.8pp | 29.32%-11.3pp | 34.25%-16.3pp |
| Employer contribution / active EE | $1,177 | $3,603-67.3% | $3,023-61.1% | $3,034-61.2% |
| Participant deferral / active EE | $3,970 | $6,376-37.7% | $5,053-21.4% | $5,087-22.0% |
| Admin fee / account holder | $56 | $122-54.1% | $9,451-99.4% | $269-79.1% |