Filed May 5, 2005
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 BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $269,461 |
RETIREMENT HORIZONS INC.1+ years Service code 11 · EIN 76-0551734 | Actuarial | $59,795 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY SERVICES LTD. Service code 51 · EIN 74-2798841 | Investment Mgmt Fees | $45,604 |
CURTIS BLAKELY & CO.1+ years Service code 10 · EIN 75-1546734 | Accounting | $13,051 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY ADVISORS FUNDS Service code 15 · EIN 36-3145972 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY TRUST Service code 33 · EIN 22-3458456 | Securities brokerage; Other commissio... | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO INSTITUTIONAL FUNDS Service code 15 · EIN 95-2632339 | Recordkeeping | $0 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,458-100.0% | $186,087-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | - |
| Annual return | -2.58% | 4.11%-6.7pp | -2.13%-0.4pp | - |
| Employer contribution / active EE | $25,253 | $17,961+40.6% | $34,127-26.0% | - |
| Participant deferral / active EE | $0 | $0 | $131-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $941-100.0% | - |