Filed December 10, 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 6-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 49 · EIN 04-1590850 | Other Services | $735,964 |
MMA SECURITIES LLC1+ years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 27 · EIN 36-1436000 | Advisory (Plan) | $198,036 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $79,675 |
AB FUNDS1+ years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT1+ years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Filed as: PUTNAM Service code 52 · EIN 04-6407893 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,007 | $33,283+86.3% | $77,482-20.0% | $93,223-33.5% |
| Participation rate | 39.3% | 33.8%+5.5pp | 54.2%-14.9pp | 74.9%-35.6pp |
| Annual return | 37.44% | 16.24%+21.2pp | 54.79%-17.3pp | 19.29%+18.2pp |
| Employer contribution / active EE | $517 | $311+66.1% | $986-47.6% | $2,680-80.7% |
| Participant deferral / active EE | $1,098 | $886+23.9% | $1,861-41.0% | $4,563-75.9% |
| Admin fee / account holder | $200 | $97+106.0% | $2,858-93.0% | $79+152.3% |