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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $50,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $21,340 |
NATIONAL BENEFIT SERVICES, LLC10+ years Service code 49 · EIN 20-3886993 | Other Services | $17,892 |
Service code 64 · EIN 02-0488491 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,078 | $100,923+40.8% | $150,045-5.3% | $74,304+91.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 12.00% | 51.77%-39.8pp | 62.55%-50.5pp | 29.43%-17.4pp |
| Employer contribution / active EE | $8,120 | $3,463+134.4% | $4,693+73.0% | $2,241+262.3% |
| Participant deferral / active EE | $8,720 | $6,709+30.0% | $7,997+9.0% | $3,767+131.5% |
| Admin fee / account holder | $320 | $2,767-88.4% | $13,435-97.6% | $2,969-89.2% |