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 BARNEY3 years Filed as: MORGAN STANLEY Service code 10 · EIN 36-3145972 | Accounting | $86,567 |
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,960 |
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 | $84,028 | $78,419+7.2% | $133,956-37.3% | $73,409+14.5% |
| Participation rate | 98.0% | 78.6%+19.4pp | 79.8%+18.1pp | 72.2%+25.8pp |
| Annual return | 7.79% | 33.35%-25.6pp | 45.09%-37.3pp | 59.29%-51.5pp |
| Employer contribution / active EE | $1,832 | $2,044-10.4% | $3,919-53.3% | $2,234-18.0% |
| Participant deferral / active EE | $4,149 | $3,925+5.7% | $5,048-17.8% | $3,805+9.0% |
| Admin fee / account holder | $221 | $161+37.2% | $8,927-97.5% | $158+40.2% |