Filed January 18, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $8,500 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,617 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $19 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,092 | $45,283-55.6% | $155,790-87.1% | $52,331-61.6% |
| Participation rate | 63.2% | 62.2%+1.0pp | 76.1%-12.9pp | 68.1%-4.9pp |
| Annual return | -1.04% | 1.80%-2.8pp | 71.54%-72.6pp | 4.54%-5.6pp |
| Employer contribution / active EE | $279 | $1,329-79.0% | $3,836-92.7% | $1,882-85.2% |
| Participant deferral / active EE | $1,220 | $2,854-57.2% | $4,797-74.6% | $3,022-59.6% |
| Admin fee / account holder | $88 | $981-91.1% | $7,478-98.8% | $592-85.2% |