Filed October 3, 2014
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 BARNEY1+ years Service code 16 · EIN 26-4310632 | Consulting | $102,664 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,363 |
CARON & BLETZER, PLLC1+ years Filed as: CARON & BLETZER PLLC Service code 16 · EIN 04-3499945 | Consulting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,249 | $23,734-2.0% | $69,182-66.4% | $65,292-64.4% |
| Participation rate | 24.9% | 33.1%-8.3pp | 55.1%-30.3pp | 72.4%-47.6pp |
| Annual return | 14.13% | 19.78%-5.6pp | -21.93%+36.1pp | 11.84%+2.3pp |
| Employer contribution / active EE | $221 | $294-24.9% | $1,206-81.7% | $2,302-90.4% |
| Participant deferral / active EE | $872 | $695+25.4% | $1,897-54.0% | $3,579-75.6% |
| Admin fee / account holder | $51 | $58-12.9% | $2,697-98.1% | $57-11.2% |