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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,935 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SEAPORT GROUP Service code 27 760 SW 9TH AVE · PORTLAND, OR 97205 | Advisory (Plan) | $22,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $31,127 | $47,126-34.0% | $149,673-79.2% | $74,419-58.2% |
| Participation rate | 42.8% | 63.4%-20.6pp | 78.8%-36.0pp | 70.7%-28.0pp |
| Annual return | -6.55% | 22.75%-29.3pp | 134.42%-141.0pp | 34.38%-40.9pp |
| Employer contribution / active EE | $868 | $1,905-54.4% | $4,818-82.0% | $2,637-67.1% |
| Participant deferral / active EE | $1,610 | $2,728-41.0% | $5,680-71.7% | $4,528-64.4% |
| Admin fee / account holder | $182 | $343-47.0% | $13,210-98.6% | $348-47.7% |