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 BARNEY3+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 99 · EIN 26-4310632 | Other Fees | $158,271 |
BENEFIT TRUST COMPANY4+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $111,027 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LEIGHTON PAISNER, LLP Service code 29 P.O. BOX 503089 · ST. LOUIS, MO 63150 | Legal | $55,560 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $47,250 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $31,353 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 10 155 NORTH WAKER DRIVE, SUITE 1500 · CHICAGO, IL 60606 | Accounting | $21,356 |
MORRIS DAVIS CHAN & TAN LLP2 years Service code 10 1080 MARINA VILLAGE PARKWAY, SUITE · ALAMEDA, CA 94501 | Accounting | $6,400 |
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 | $62,416 | $33,780+84.8% | $74,550-16.3% | $75,289-17.1% |
| Participation rate | 70.0% | 62.7%+7.3pp | 69.1%+0.9pp | 72.4%-2.4pp |
| Annual return | -4.63% | -1.24%-3.4pp | 32.53%-37.2pp | -0.04%-4.6pp |
| Employer contribution / active EE | $536 | $845-36.6% | $1,961-72.7% | $2,405-77.7% |
| Participant deferral / active EE | $2,795 | $1,890+47.9% | $3,108-10.1% | $3,739-25.2% |
| Admin fee / account holder | $33 | $86-61.9% | $5,060-99.3% | $102-67.8% |