Filed February 4, 2005
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 9-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 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $20,581 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,741 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $175 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $102 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,942 | $53,901+14.9% | $134,143-53.8% | $73,488-15.7% |
| Participation rate | 81.4% | 62.8%+18.6pp | 72.2%+9.3pp | 70.7%+10.7pp |
| Annual return | 16.58% | 15.82%+0.8pp | 36.33%-19.8pp | 28.51%-11.9pp |
| Employer contribution / active EE | $945 | $1,458-35.2% | $3,704-74.5% | $2,270-58.4% |
| Participant deferral / active EE | $2,125 | $2,739-22.4% | $3,499-39.3% | $3,740-43.2% |
| Admin fee / account holder | $154 | $581-73.5% | $6,684-97.7% | $513-70.0% |