Filed November 20, 2013 (most recent of 2 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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,073 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 2650 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,790 | $110,094-26.6% | $151,611-46.7% | $68,494+18.0% |
| Participation rate | 97.0% | 84.0%+13.1pp | 87.5%+9.5pp | 67.9%+29.1pp |
| Annual return | -12.41% | -10.12%-2.3pp | 3.33%-15.7pp | -7.84%-4.6pp |
| Employer contribution / active EE | $7,084 | $4,471+58.5% | $6,166+14.9% | $2,596+172.8% |
| Participant deferral / active EE | $11,851 | $6,527+81.6% | $8,363+41.7% | $4,027+194.3% |
| Admin fee / account holder | $39 | $7,719-99.5% | $11,616-99.7% | $5,403-99.3% |