Filed August 26, 1996
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 BARNEY3 years Filed as: JP MORGAN Service code 27 · EIN 31-1192865 | Advisory (Plan) | $89,126 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $31,557 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP TRUST Service code 28 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $29,278 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | -6.43% | 3.99%-10.4pp | 4.36%-10.8pp | 10.56%-17.0pp |
| Employer contribution / active EE | $6,736 | $11,621-42.0% | $27,383-75.4% | $13,643-50.6% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |