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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $292,997 |
RETIREMENT HORIZONS INC.3+ years Service code 11 · EIN 76-0551734 | Actuarial | $64,595 |
SAGE ADVISORY SERVICES3+ years Filed as: SAGE ADVISORY SERVICES LTD. Service code 51 · EIN 74-2798841 | Investment Mgmt Fees | $25,959 |
CURTIS BLAKELY & CO.3+ years Service code 10 · EIN 75-1546734 | Accounting | $13,100 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 50 · EIN 22-1467904 | Direct Payment | $5,955 |
ABBY CAPITAL FUNDS2 years Service code 16 · EIN 39-0281260 | Consulting | $0 |
INVESCO2 years Filed as: INVESCO FUNDS Service code 15 · EIN 58-2287224 | Recordkeeping | $0 |
LIBERTY GROUP LLC2 years Filed as: LIBERTY FUNDS Service code 15 · EIN 39-1657495 | Recordkeeping | $0 |
LOCORR FUNDS2 years Service code 15 · EIN 39-1982827 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY BANK N.A. Service code 33 · EIN 36-3707380 | Securities brokerage; Other commissio... | $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 | $46,757-100.0% | $256,121-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 11.3%-11.3pp |
| Annual return | 10.59% | 10.65%-0.1pp | 9.60%+1.0pp | 10.41%+0.2pp |
| Employer contribution / active EE | $57,471 | $22,524+155.2% | $45,595+26.0% | $14,691+291.2% |
| Participant deferral / active EE | $0 | $398-100.0% | $255-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $9,523-100.0% | $2,646-100.0% |