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 BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $273,187 |
RETIREMENT HORIZONS INC.2+ years Service code 11 · EIN 76-0551734 | Actuarial | $56,793 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY SERVICES LTD. Service code 51 · EIN 74-2798841 | Investment Mgmt Fees | $36,686 |
CURTIS BLAKELY & CO.2+ years Service code 10 · EIN 75-1546734 | Accounting | $13,099 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 50 · EIN 22-1467904 | Direct Payment | $5,807 |
Filed as: WILKINS FINSTON FRIEDMAN LAW GROUP Service code 29 · EIN 27-5546855 | Legal | $5,198 |
ABBY CAPITAL FUNDS1 year Service code 16 · EIN 39-0281260 | Consulting | $0 |
INVESCO1 year Filed as: INVESCO FUNDS Service code 15 · EIN 58-2287224 | Recordkeeping | $0 |
LIBERTY GROUP LLC1 year Filed as: LIBERTY FUNDS Service code 15 · EIN 39-1657495 | Recordkeeping | $0 |
LOCORR FUNDS1 year Service code 15 · EIN 39-1982827 | 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.
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 | $52,729-100.0% | $18,392,177-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 12.6%-12.6pp |
| Annual return | 3.09% | 5.86%-2.8pp | 3.99%-0.9pp | 4.56%-1.5pp |
| Employer contribution / active EE | $27,174 | $18,820+44.4% | $38,279-29.0% | $15,526+75.0% |
| Participant deferral / active EE | $0 | $390-100.0% | $386-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $140,034-100.0% | $1,711-100.0% |