Filed December 27, 2013
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 | $1,650 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 61 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,177 | $50,464+49.0% | $75,781-0.8% | $52,331+43.7% |
| Participation rate | 63.0% | 66.8%-3.8pp | 75.8%-12.8pp | 68.1%-5.1pp |
| Annual return | 1.28% | 1.03%+0.2pp | 9.68%-8.4pp | 4.54%-3.3pp |
| Employer contribution / active EE | $663 | $1,988-66.7% | $3,323-80.1% | $1,882-64.8% |
| Participant deferral / active EE | $3,079 | $2,570+19.8% | $3,651-15.7% | $3,022+1.9% |
| Admin fee / account holder | $12 | $1,103-98.9% | $5,299-99.8% | $592-98.0% |