Filed February 19, 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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $141,889 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $65,400 |
FIRST STATE TRUST COMPANY3+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $9,830 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 13.41% | 10.93%+2.5pp | 10.16%+3.3pp | 13.95%-0.5pp |
| Employer contribution / active EE | $0 | $10,209-100.0% | $33,192-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $11,137 | $442+2418.8% | $66+16834.1% | $511+2078.8% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |