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 BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $171,745 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,581 | $112,623-14.2% | $106,213-9.1% | $199,593-51.6% |
| Participation rate | 89.2% | 86.2%+3.0pp | 75.3%+13.9pp | 72.0%+17.2pp |
| Annual return | 13.37% | 15.57%-2.2pp | 116.14%-102.8pp | 34.25%-20.9pp |
| Employer contribution / active EE | $1,808 | $4,575-60.5% | $3,171-43.0% | $3,034-40.4% |
| Participant deferral / active EE | $4,344 | $6,659-34.8% | $5,016-13.4% | $5,087-14.6% |
| Admin fee / account holder | $1 | $107-99.2% | $11,033-100.0% | $269-99.7% |