Filed May 10, 2006 (most recent of 2 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 Service code 10 · EIN 36-3145972 | Accounting | $41,196 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $36,911 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,010 | $69,159+14.2% | $125,175-36.9% | $67,579+16.9% |
| Participation rate | 97.0% | 78.2%+18.8pp | 79.8%+17.2pp | 71.3%+25.7pp |
| Annual return | 2.92% | 27.12%-24.2pp | 43.79%-40.9pp | 378.56%-375.6pp |
| Employer contribution / active EE | $1,726 | $2,023-14.7% | $3,865-55.4% | $2,148-19.6% |
| Participant deferral / active EE | $4,074 | $3,700+10.1% | $4,937-17.5% | $3,539+15.1% |
| Admin fee / account holder | $114 | $142-19.6% | $9,702-98.8% | $142-19.9% |