Filed March 29, 2012 (most recent of 3 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 BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $100,353 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,750 |
Service code 16 · EIN 33-0818667 | Consulting | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$344,045 |
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 | $137,795 | $127,796+7.8% | $76,768+79.5% | $73,367+87.8% |
| Participation rate | 98.4% | 88.2%+10.3pp | 77.0%+21.5pp | 69.5%+29.0pp |
| Annual return | -4.43% | -2.31%-2.1pp | 2.43%-6.9pp | 173.45%-177.9pp |
| Employer contribution / active EE | $7,957 | $3,931+102.4% | $2,485+220.2% | $2,499+218.4% |
| Participant deferral / active EE | $8,941 | $6,924+29.1% | $3,852+132.1% | $4,033+121.7% |
| Admin fee / account holder | -$9 | $66-113.9% | $6,675-100.1% | $68-113.5% |