Filed January 18, 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 |
|---|---|---|
WAY, RAY, SHELTON & CO., P.C.1+ years Service code 10 · EIN 63-0962807 | Accounting | $11,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $8,858 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $4,495 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 2660 EASTCHASE LANE · MONTGOMERY, AL 36117 | Advisory (Plan) | $0 |
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 | $111,125 | $71,957+54.4% | $67,652+64.3% | $59,188+87.7% |
| Participation rate | 99.3% | 82.7%+16.7pp | 75.7%+23.7pp | 69.4%+29.9pp |
| Annual return | 0.79% | 8.53%-7.7pp | 6625.04%-6624.2pp | 5.51%-4.7pp |
| Employer contribution / active EE | $3,552 | $2,432+46.1% | $2,266+56.8% | $2,098+69.3% |
| Participant deferral / active EE | $3,269 | $4,211-22.4% | $3,560-8.2% | $3,265+0.1% |
| Admin fee / account holder | $19 | $64-70.3% | $4,821-99.6% | $92-79.3% |