Filed April 18, 2014 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $252,421 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $242,472 |
Service code 27 17266 MACK AVENUE, SUITE A · GROSSE POINTE, MI 48230 | Advisory (Plan) | $90,000 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $10,573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,362 | $80,242-19.8% | $119,609-46.2% | $89,394-28.0% |
| Participation rate | 42.8% | 78.3%-35.5pp | 79.3%-36.5pp | 71.3%-28.5pp |
| Annual return | -13.61% | -12.97%-0.6pp | -14.97%+1.4pp | -11.89%-1.7pp |
| Employer contribution / active EE | $1,083 | $2,684-59.6% | $4,232-74.4% | $3,022-64.2% |
| Participant deferral / active EE | $2,244 | $4,686-52.1% | $5,602-59.9% | $5,123-56.2% |
| Admin fee / account holder | $152 | $66+129.0% | $10,323-98.5% | $79+91.4% |