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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $124,733 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,275 |
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 | $99,848 | $105,190-5.1% | $98,907+1.0% | $90,288+10.6% |
| Participation rate | 97.5% | 86.4%+11.2pp | 76.0%+21.5pp | 73.4%+24.2pp |
| Annual return | 82.66% | 18.52%+64.1pp | 196.43%-113.8pp | 53.97%+28.7pp |
| Employer contribution / active EE | $2,974 | $3,831-22.3% | $2,689+10.6% | $2,524+17.8% |
| Participant deferral / active EE | $3,860 | $5,616-31.3% | $4,244-9.0% | $4,232-8.8% |
| Admin fee / account holder | $1 | $97-99.0% | $6,642-100.0% | $114-99.1% |