Filed February 6, 2014 (most recent of 2 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 4225 NAPERVILLE ROAD · LISLE, IL 60532 | Advisory (Plan) | $124,002 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $9,927 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $169,771 | $107,378+58.1% | $108,579+56.4% | $57,658+194.4% |
| Participation rate | 83.9% | 77.1%+6.8pp | 79.6%+4.3pp | 70.2%+13.7pp |
| Annual return | 7.10% | 12.80%-5.7pp | -51.70%+58.8pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,641 | $1,782+48.3% | $3,758-29.7% | $1,974+33.8% |
| Participant deferral / active EE | $8,325 | $3,221+158.5% | $4,311+93.1% | $3,061+172.0% |
| Admin fee / account holder | $269 | $108+147.9% | $7,645-96.5% | $95+184.5% |