Filed August 29, 2013 (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 60 · EIN 04-2647786 | Sub-TA Fees | $925 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 61 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,524 | $82,279-36.2% | $77,999-32.7% | $63,975-17.9% |
| Participation rate | 85.8% | 84.7%+1.2pp | 75.5%+10.3pp | 71.1%+14.7pp |
| Annual return | 9.62% | 11.20%-1.6pp | 425.96%-416.3pp | 48.65%-39.0pp |
| Employer contribution / active EE | $709 | $3,297-78.5% | $2,470-71.3% | $2,182-67.5% |
| Participant deferral / active EE | $2,627 | $4,538-42.1% | $3,497-24.9% | $3,356-21.7% |
| Admin fee / account holder | $1 | $81-98.9% | $5,480-100.0% | $70-98.7% |