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 BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $69,154 |
RUDD & WISDOM, INC.2+ years Filed as: RUDD & WISDOM, INC Service code 11 · EIN 74-1896655 | Actuarial | $66,569 |
FROST BANK2+ years Filed as: FROST NATIONAL BANK Service code 21 · EIN 74-0635455 | Bank Trustee | $26,509 |
FEDERATED2+ years Filed as: FEDERATED MDTA, LLC Service code 28 · EIN 94-3267050 | Investment Management | $19,896 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR Service code 28 · EIN 84-1596610 | Investment Management | $15,777 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY SERVICES, LLC Service code 28 · EIN 74-2798841 | Investment Management | $9,341 |
ALLMAN & ASSOCIATES2+ 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.
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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 9.70% | 11.00%-1.3pp | 9.39%+0.3pp | 10.41%-0.7pp |
| Employer contribution / active EE | $27,193 | $16,132+68.6% | $33,466-18.7% | $14,691+85.1% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |