Filed October 28, 2010 (most recent of 4 filings on file)
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 |
|---|---|---|
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $46,233 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $36,329 |
Service code 12 · EIN 11-3368904 | Sales loads (front end and deferred);... | $18,482 |
PIMCO FUNDS1 year Filed as: MOSAIC PACIFICINVESTMENT ADVI Service code 33 · EIN 46-3499420 | Securities brokerage commissions and ... | $8,335 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $127,267 | $209,411-39.2% | $178,490-28.7% | $158,922-19.9% |
| Participation rate | 0.0% | 86.3%-86.3pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 12.37% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $110 | $17,074-99.4% | $13,984-99.2% | $11,246-99.0% |