Filed January 9, 2008 (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 BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $35,543 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $15,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $225 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $169,554 | $228,332-25.7% | $185,823-8.8% | $158,922+6.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.04% | 40.80%-25.8pp | 35.95%-20.9pp | 302.83%-287.8pp |
| Employer contribution / active EE | $4,776 | $4,967-3.8% | $4,087+16.8% | $4,761+0.3% |
| Participant deferral / active EE | $14,305 | $6,415+123.0% | $5,632+154.0% | $5,982+139.1% |
| Admin fee / account holder | $148 | $11,864-98.7% | $9,500-98.4% | $11,246-98.7% |