Filed December 8, 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 26-4310632 | Other Commissions | $156,605 |
BENEFIT TRUST COMPANY2+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $77,754 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 99 · EIN 26-4310844 | Other Fees | $50,247 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $35,977 |
MERCER2+ years Service code 10 111 SW COLUMBIA STREET · PORTLAND, OR 97201 | Accounting | $32,489 |
DAVIS WRIGHT TREMAINE2+ years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 17 · EIN 91-0839480 | Pension Consulting | $21,964 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,052 | $33,232+92.7% | $71,796-10.8% | $63,975+0.1% |
| Participation rate | 66.4% | 60.1%+6.3pp | 69.1%-2.7pp | 71.1%-4.7pp |
| Annual return | 17.11% | 11.99%+5.1pp | 78.04%-60.9pp | 48.65%-31.5pp |
| Employer contribution / active EE | $419 | $723-42.1% | $1,924-78.3% | $2,182-80.8% |
| Participant deferral / active EE | $2,477 | $1,604+54.4% | $2,794-11.3% | $3,356-26.2% |
| Admin fee / account holder | $23 | $63-63.5% | $4,815-99.5% | $70-67.1% |