Filed August 14, 2014 (most recent of 3 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $513,367 |
COHNREZNICK LLP10+ years Service code 10 · EIN 33-4144829 | Accounting | $38,850 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $17,526 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,400 | $119,627+84.2% | $146,958+50.0% | $99,062+122.5% |
| Participation rate | 97.8% | 73.4%+24.3pp | 82.2%+15.6pp | 71.6%+26.2pp |
| Annual return | 15.77% | 28.82%-13.1pp | 418.34%-402.6pp | 17.66%-1.9pp |
| Employer contribution / active EE | $7,308 | $4,153+76.0% | $4,933+48.1% | $3,262+124.0% |
| Participant deferral / active EE | $11,046 | $7,997+38.1% | $8,070+36.9% | $5,331+107.2% |
| Admin fee / account holder | $66 | $150-56.1% | $12,998-99.5% | $109-39.8% |