Filed January 28, 2000
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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $41,085 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,850 |
SINGERLEWAK LLP2 years Filed as: SINGER LEWAK LLP Service code 10 10960 WILSHIRE BLVD 7TH FL · LOS ANGELES, CA 90024 | Accounting | $14,000 |
UNIGLOBAL PENSION PLANNING, INC.3+ years Filed as: UNIGLOBAL PENSION PLANNING INC Service code 13 | Contract Administrator | $5,000 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INSURANCE SVCS INC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $4,063 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,804 |
UNIGLOBAL PENSION PLANNING, INC.3+ years Filed as: UNIGLOBAL PENSION PLANNING, INC Service code 13 4114 LEGATO ROAD · FAIRFAX, VA 22033 | Contract Administrator | $0 |
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 | $49,476 | $44,059+12.3% | $71,671-31.0% | $69,631-28.9% |
| Participation rate | 96.9% | 60.8%+36.1pp | 68.7%+28.1pp | 70.7%+26.2pp |
| Annual return | 23.09% | 21.97%+1.1pp | 20.65%+2.4pp | 27571.02%-27547.9pp |
| Employer contribution / active EE | $1,849 | $1,305+41.7% | $2,460-24.9% | $2,032-9.0% |
| Participant deferral / active EE | $3,950 | $2,370+66.7% | $3,438+14.9% | $3,224+22.5% |
| Admin fee / account holder | $14 | $108-86.6% | $5,558-99.7% | $110-86.9% |