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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $312,708 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $98,268 |
Filed as: ONE DIGITAL Service code 27 · EIN 43-1451524 | Advisory (Plan) | $90,000 |
FREED MAXICK CPAS PC8+ years Service code 10 · EIN 45-4051133 | Accounting | $40,656 |
BUCK GLOBAL, LLC4 years Service code 16 · EIN 83-1116912 | Consulting | $32,810 |
Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,907 | $138,331-43.0% | $86,677-9.0% | $89,394-11.7% |
| Participation rate | 94.6% | 88.9%+5.7pp | 76.6%+18.0pp | 71.3%+23.3pp |
| Annual return | -18.42% | -11.72%-6.7pp | 35.91%-54.3pp | -11.89%-6.5pp |
| Employer contribution / active EE | $4,420 | $4,812-8.1% | $2,836+55.8% | $3,022+46.3% |
| Participant deferral / active EE | $8,428 | $8,027+5.0% | $4,656+81.0% | $5,123+64.5% |
| Admin fee / account holder | $12 | $64-81.4% | $7,493-99.8% | $79-85.0% |