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 |
|---|---|---|
ARGENT TRUST COMPANY9+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $25,740 |
Filed as: TRANSITION FINANCE STRATEGIES/BREA Service code 15 · EIN 13-4238973 | Recordkeeping | $17,433 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANELY SMITH/BARNEY Service code 21 3750 UNIVERSITY AVENUE · RIVERSIDE, CA 92501 | Bank Trustee | $12,198 |
PRAIRIE CAPITAL ADVISORS9+ years Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $5,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,075 | $54,701+203.6% | $86,188+92.7% | $71,457+132.4% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 22.18% | 20.06%+2.1pp | 1168.45%-1146.3pp | 28.85%-6.7pp |
| Employer contribution / active EE | $4,167 | $1,265+229.4% | $2,380+75.1% | $2,588+61.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $256 | $1,922-86.7% | $6,852-96.3% | $1,587-83.9% |