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 | $373,801 |
COHNREZNICK LLP9+ years Service code 10 · EIN 22-1478099 | Accounting | $37,275 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $12,914 |
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 | $195,931 | $121,599+61.1% | $135,903+44.2% | $103,482+89.3% |
| Participation rate | 98.4% | 76.2%+22.2pp | 81.9%+16.5pp | 73.3%+25.1pp |
| Annual return | 19.85% | 26.09%-6.2pp | 68.23%-48.4pp | 33.11%-13.3pp |
| Employer contribution / active EE | $6,911 | $4,627+49.4% | $4,856+42.3% | $3,208+115.5% |
| Participant deferral / active EE | $10,779 | $7,782+38.5% | $7,758+38.9% | $5,207+107.0% |
| Admin fee / account holder | $13 | $76-82.9% | $10,762-99.9% | $114-88.6% |