Filed January 21, 2005 (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 BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $68,516 |
RUDD & WISDOM, INC.1+ years Filed as: RUDD & WISDOM, INC Service code 11 · EIN 74-1896655 | Actuarial | $45,531 |
FROST BANK1+ years Filed as: FROST NATIONAL BANK Service code 21 · EIN 74-0635455 | Bank Trustee | $25,471 |
FEDERATED1+ years Filed as: FEDERATED MDTA, LLC Service code 28 · EIN 94-3267050 | Investment Management | $18,391 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY SERVICES, LLC Service code 28 · EIN 74-2798841 | Investment Management | $9,188 |
BARCLAY AGENCY1+ years Service code 22 · EIN 74-2011615 | Insurance Broker | $8,846 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR Service code 28 · EIN 84-1596610 | Investment Management | $8,603 |
ALLMAN & ASSOCIATES1+ years Service code 10 · EIN 46-2979080 | Accounting | $6,550 |
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.
Participant 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 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 | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 6.27% | 4.23%+2.0pp | 3.97%+2.3pp | 4.56%+1.7pp |
| Employer contribution / active EE | $27,273 | $16,147+68.9% | $28,168-3.2% | $15,526+75.7% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |