Filed June 9, 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 |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC5+ years Service code 49 · EIN 20-3886994 | Other Services | $19,199 |
Filed as: MORGAN STANLEY GLOBAL BANKING OP Service code 99 · EIN 51-0116113 | Other Fees | $16,678 |
PENSION ASSURANCE LLP4 years Service code 99 · EIN 30-0840393 | Other Fees | $6,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,910 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,830 | $99,957+30.9% | $149,696-12.6% | $73,488+78.0% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 4.14% | 53.87%-49.7pp | 276.60%-272.5pp | 28.51%-24.4pp |
| Employer contribution / active EE | $6,386 | $3,191+100.1% | $4,644+37.5% | $2,270+181.3% |
| Participant deferral / active EE | $7,282 | $6,073+19.9% | $6,842+6.4% | $3,740+94.7% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |