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 with Solo.
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $289,979 |
RETIREMENT HORIZONS INC.4+ years Service code 11 · EIN 76-0551734 | Actuarial | $48,906 |
SAGE ADVISORY SERVICES4+ years Filed as: SAGE ADVISORY SERVICES LTD. Service code 51 · EIN 74-2798841 | Investment Mgmt Fees | $32,192 |
CURTIS BLAKELY & CO.4+ years Service code 10 · EIN 75-1546734 | Accounting | $13,600 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 50 · EIN 22-1467904 | Direct Payment | $6,049 |
ABBY CAPITAL FUNDS3 years Service code 49 · EIN 39-0281260 | Other Services | $0 |
BROOKFIELD1 year Filed as: BROOKFIELD INVESTMENT FUNDS Service code 49 · EIN 39-1982827 | Other Services | $0 |
INVESCO3 years Filed as: INVESCO FUNDS Service code 49 · EIN 58-2287224 | Other Services | $0 |
LOCORR FUNDS3 years Service code 49 · EIN 39-1982827 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY BANK N.A. Service code 33 · EIN 36-3707380 | Securities brokerage; Other commissio... | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return 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 | $105,125-100.0% | $261,924-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 14.6%-14.6pp |
| Annual return | -9.19% | -3.32%-5.9pp | -2.99%-6.2pp | 10.56%-19.8pp |
| Employer contribution / active EE | $59,524 | $15,411+286.2% | $41,623+43.0% | $13,643+336.3% |
| Participant deferral / active EE | $0 | $512-100.0% | $35-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $38,841-100.0% | $3,354-100.0% |