Filed April 2, 2006
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 |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $47,907 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 13-2655998 | Advisory (Plan) | $12,153 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $2,240 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,188 | $58,828-11.3% | $77,999-33.1% | $62,891-17.0% |
| Participation rate | 82.0% | 71.1%+11.0pp | 75.5%+6.5pp | 69.3%+12.7pp |
| Annual return | 5.15% | 17.16%-12.0pp | 425.96%-420.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,292 | $2,686-51.9% | $3,497-63.0% | $3,203-59.6% |
| Admin fee / account holder | $153 | $4,393-96.5% | $5,480-97.2% | $4,296-96.4% |