Filed February 15, 1999
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 BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $400,768 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $142,761 |
BMO HARRIS BANK NA4+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $42,575 |
GROSSMAN YANAK & FORD LLP4+ years Filed as: GROSSMAN YANAK & FORD Service code 10 · EIN 25-1638525 | Accounting | $8,411 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $311,837-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -7.91% | -0.69%-7.2pp | 4677.09%-4685.0pp | -0.69%-7.2pp |
| Employer contribution / active EE | $9,818 | $16,786-41.5% | $49,501-80.2% | $16,786-41.5% |
| Participant deferral / active EE | $0 | $525-100.0% | $312-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | - | $124-100.0% |