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 BARNEY8+ years Service code 55 · EIN 26-4310632 | Other Commissions | $170,958 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,060 | $136,266-42.0% | $90,749-12.9% | $77,904+1.5% |
| Participation rate | 94.5% | 86.6%+7.9pp | 75.7%+18.8pp | 73.7%+20.9pp |
| Annual return | -15.65% | -11.32%-4.3pp | -12.16%-3.5pp | 12.21%-27.9pp |
| Employer contribution / active EE | $2,430 | $4,215-42.4% | $2,921-16.8% | $2,848-14.7% |
| Participant deferral / active EE | $4,141 | $6,353-34.8% | $4,564-9.3% | $4,806-13.8% |
| Admin fee / account holder | $2 | $399-99.5% | $8,445-100.0% | $133-98.4% |