Filed November 13, 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 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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $34,861 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 9665 WILSHIRE BLVD, SUITE 600 · BEVERLY HILLS, CA 90212 | Advisory (Plan) | $33,841 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $145,767 | $74,706+95.1% | $75,696+92.6% | $79,386+83.6% |
| Participation rate | 92.0% | 75.3%+16.7pp | 74.8%+17.2pp | 70.7%+21.3pp |
| Annual return | 13.02% | 18.52%-5.5pp | 104.53%-91.5pp | 116.85%-103.8pp |
| Employer contribution / active EE | $6,200 | $2,590+139.4% | $2,743+126.1% | $2,427+155.4% |
| Participant deferral / active EE | $4,882 | $3,533+38.2% | $3,821+27.8% | $4,046+20.7% |
| Admin fee / account holder | $214 | $374-42.8% | $3,619-94.1% | $626-65.8% |