Filed November 25, 2013
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 BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $31,940 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,749 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,522 | $39,819-30.9% | $67,834-59.4% | $57,658-52.3% |
| Participation rate | 90.2% | 61.2%+28.9pp | 68.8%+21.4pp | 70.2%+19.9pp |
| Annual return | 5.96% | 9.19%-3.2pp | 138.47%-132.5pp | 5.13%+0.8pp |
| Employer contribution / active EE | $656 | $1,277-48.6% | $2,403-72.7% | $1,974-66.7% |
| Participant deferral / active EE | $2,377 | $2,209+7.6% | $3,160-24.8% | $3,061-22.3% |
| Admin fee / account holder | $62 | $84-25.5% | $4,622-98.7% | $95-34.1% |