Filed February 24, 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 BARNEY2+ years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $12,866 |
Filed as: GREAT WEST LIFE AND ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,573 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 3737 GLENWOOD AVE, SUITE 320 · RALEIGH, NC 27612 | Advisory (Plan) | $11,993 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA SERVICES INC. Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $6,867 |
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 | $35,212 | $75,183-53.2% | $123,892-71.6% | $55,167-36.2% |
| Participation rate | 79.5% | 72.8%+6.7pp | 81.4%-1.9pp | 69.0%+10.5pp |
| Annual return | 10.41% | 19.01%-8.6pp | 47.52%-37.1pp | 169.23%-158.8pp |
| Employer contribution / active EE | $1,231 | $2,823-56.4% | $4,617-73.3% | $1,963-37.3% |
| Participant deferral / active EE | $3,066 | $5,084-39.7% | $5,984-48.8% | $3,054+0.4% |
| Admin fee / account holder | $180 | $663-72.9% | $8,357-97.8% | $504-64.3% |