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 BARNEY4+ years Filed as: MORGAN LEWIS & BOCKIUS Service code 16 · EIN 23-0891050 | Consulting | $104,062 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,619 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADV Service code 27 · EIN 57-0956597 | Advisory (Plan) | $39,833 |
CONDUENT HR CONSULTING, LLC2 years Service code 16 · EIN 81-2983623 | Consulting | $32,996 |
FREED MAXICK CPAS PC4+ years Service code 10 · EIN 45-4051133 | Accounting | $26,300 |
LPL FINANCIAL4+ years Service code 16 · EIN 04-3046611 | Consulting | $23,333 |
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 | $76,167 | $96,261-20.9% | $76,768-0.8% | $68,904+10.5% |
| Participation rate | 90.6% | 87.0%+3.6pp | 77.0%+13.6pp | 74.1%+16.5pp |
| Annual return | -5.38% | -0.85%-4.5pp | 2.43%-7.8pp | 1.07%-6.5pp |
| Employer contribution / active EE | $3,123 | $3,303-5.4% | $2,485+25.7% | $2,540+22.9% |
| Participant deferral / active EE | $4,520 | $5,537-18.4% | $3,852+17.3% | $4,015+12.6% |
| Admin fee / account holder | $36 | $73-50.3% | $6,675-99.5% | $71-49.2% |