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 |
|---|---|---|
BENEFIT TRUST COMPANY3+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $118,247 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 99 · EIN 26-4310844 | Other Fees | $114,991 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $45,263 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $30,017 |
BRYAN CAVE LLP1 year Service code 29 P.O. BOX 503089 · ST. LOUIS, MO 63150 | Legal | $28,464 |
Filed as: MORGAN STANLEY Service code 99 · EIN 26-4310632 | Other Fees | $25,983 |
MERCER3+ years Service code 10 155 NORTH WAKER DRIVE, SUITE 1500 · CHICAGO, IL 60606 | Accounting | $23,841 |
MORRIS DAVIS CHAN & TAN LLP1 year Service code 10 1080 MARNIA VILLAGE PARKWAY, SUITE · ALAMEDA, CA 94501 | Accounting | $6,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,762 | $38,833+79.6% | $78,778-11.4% | $77,958-10.5% |
| Participation rate | 60.1% | 60.9%-0.8pp | 69.2%-9.1pp | 71.6%-11.6pp |
| Annual return | 15.73% | 20.31%-4.6pp | 35.62%-19.9pp | 20.87%-5.1pp |
| Employer contribution / active EE | $498 | $840-40.6% | $1,986-74.9% | $2,310-78.4% |
| Participant deferral / active EE | $2,389 | $1,776+34.5% | $2,958-19.2% | $3,537-32.4% |
| Admin fee / account holder | $33 | $89-62.8% | $5,134-99.4% | $97-66.0% |