Filed October 24, 2016
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 BARNEY7+ years Service code 21 3750 UNIVERSITY AVENUE · RIVERSIDE, CA 92501 | Bank Trustee | $29,903 |
ARGENT TRUST COMPANY7+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $23,759 |
Filed as: TRANSITION FINANCE STRATEGIES/BREA Service code 15 · EIN 13-4238973 | Recordkeeping | $20,248 |
PRAIRIE CAPITAL ADVISORS7+ years Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $4,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $194,998 | $63,138+208.8% | $96,562+101.9% | - |
| Participation rate | 99.0% | 51.5%+47.5pp | 69.8%+29.2pp | - |
| Annual return | 21.72% | 9.15%+12.6pp | 37.78%-16.1pp | - |
| Employer contribution / active EE | $4,647 | $927+401.3% | $2,356+97.2% | - |
| Participant deferral / active EE | $0 | $2,358-100.0% | $3,849-100.0% | - |
| Admin fee / account holder | $403 | $3,542-88.6% | $6,181-93.5% | - |