Filed March 12, 2010 (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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN LEWIS & BOCKIUS Service code 16 · EIN 23-0891050 | Consulting | $80,364 |
LPL FINANCIAL3+ years Service code 16 · EIN 04-3046611 | Consulting | $70,000 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,481 |
FREED MAXICK CPAS PC3+ years Service code 16 · EIN 45-4051133 | Consulting | $29,500 |
Service code 16 · EIN 81-2983623 | Consulting | $10,997 |
BUCK GLOBAL, LLC3+ years Filed as: BUCK CONSULTANTS LLC Service code 16 · EIN 13-3954297 | Consulting | $9,003 |
Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $9,000 |
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,221 | $100,921-15.6% | $82,313+3.5% | $177,276-51.9% |
| Participation rate | 89.0% | 86.9%+2.1pp | 76.9%+12.1pp | 74.8%+14.2pp |
| Annual return | 23.74% | 20.33%+3.4pp | 25.88%-2.1pp | 21.25%+2.5pp |
| Employer contribution / active EE | $2,861 | $3,145-9.0% | $2,428+17.8% | $2,479+15.4% |
| Participant deferral / active EE | $4,268 | $5,192-17.8% | $3,706+15.2% | $3,881+10.0% |
| Admin fee / account holder | $36 | $64-43.6% | $5,608-99.4% | $154-76.5% |