Filed February 10, 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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,949 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SEAPORT GROUP Service code 27 760 SW 9TH AVE · PORTLAND, OR 97205 | Advisory (Plan) | $26,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,609 | $56,485-38.7% | $185,823-81.4% | $86,799-60.1% |
| Participation rate | 37.2% | 65.5%-28.3pp | 81.7%-44.5pp | 72.3%-35.1pp |
| Annual return | 13.69% | 118.04%-104.4pp | 122.05%-108.4pp | 97.91%-84.2pp |
| Employer contribution / active EE | $1 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,423 | $2,553-44.3% | $5,568-74.4% | $4,131-65.6% |
| Admin fee / account holder | $176 | $150+17.3% | $16,237-98.9% | $170+3.5% |