Filed April 7, 2008
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 Service code 26 · EIN 26-4310632 | Advisory (Participants) | $16,354 |
Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 50-3092339 | Contract Administrator | $15,872 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $5,677 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $2,016 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,481 | $85,766+24.2% | $136,294-21.9% | $70,131+51.8% |
| Participation rate | 81.0% | 74.2%+6.8pp | 81.9%-1.0pp | 69.5%+11.4pp |
| Annual return | 13.31% | 31.45%-18.1pp | 5155.94%-5142.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $8,533 | $2,966+187.7% | $4,695+81.7% | $2,342+264.3% |
| Participant deferral / active EE | $7,371 | $5,051+45.9% | $6,247+18.0% | $3,332+121.2% |
| Admin fee / account holder | $330 | $5,420-93.9% | $9,243-96.4% | $4,645-92.9% |