Filed May 7, 2007 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $165,488 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 11-3658445 | Advisory (Plan) | $58,000 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 | Accounting | $17,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $52,166 | $123,077-57.6% | $116,228-55.1% | $102,872-49.3% |
| Participation rate | 78.4% | 87.0%-8.6pp | 74.6%+3.8pp | 73.0%+5.4pp |
| Annual return | 18.83% | 15.84%+3.0pp | 90.06%-71.2pp | 19.06%-0.2pp |
| Employer contribution / active EE | $1,357 | $4,380-69.0% | $2,994-54.7% | $3,526-61.5% |
| Participant deferral / active EE | $4,015 | $6,746-40.5% | $4,953-18.9% | $5,535-27.5% |
| Admin fee / account holder | $68 | $115-41.0% | $11,989-99.4% | $292-76.7% |