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 BARNEY5+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 99 · EIN 26-4310632 | Other Fees | $135,327 |
BENEFIT TRUST COMPANY6+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $104,732 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $50,925 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 10 633 WEST FIFTH STREET, SUITE 1200 · LOS ANGELES, CA 90071 | Accounting | $35,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $27,626 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $27,510 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $12,705 |
BRYAN CAVE LLP2 years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $10,881 |
MORRIS DAVIS CHAN & TAN LLP4 years Service code 10 1080 MARINA VILLAGE PARKWAY, SUITE · ALAMEDA, CA 94501 | Accounting | $6,800 |
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 | $73,389 | $43,466+68.8% | $90,951-19.3% | $90,288-18.7% |
| Participation rate | 70.9% | 62.5%+8.4pp | 69.0%+1.9pp | 73.4%-2.5pp |
| Annual return | 14.54% | 25.26%-10.7pp | 134.60%-120.1pp | 53.97%-39.4pp |
| Employer contribution / active EE | $1,564 | $840+86.2% | $2,122-26.3% | $2,524-38.0% |
| Participant deferral / active EE | $2,927 | $2,138+36.9% | $3,373-13.2% | $4,232-30.8% |
| Admin fee / account holder | $30 | $92-67.3% | $5,959-99.5% | $114-73.7% |