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 BARNEY11+ years Service code 55 · EIN 26-4310632 | Other Commissions | $76,051 |
Filed as: CBIZ CPAS P.C. Service code 10 700 WEST 47TH ST. · KANSAS CITY, MO 64112 | Accounting | $15,591 |
Filed as: MORGAN STANLEY Service code 27 · EIN 11-3658445 | Advisory (Plan) | $8,261 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,982 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,528 | $123,077-21.6% | $116,228-16.9% | $102,872-6.2% |
| Participation rate | 96.2% | 87.0%+9.1pp | 74.6%+21.6pp | 73.0%+23.1pp |
| Annual return | 18.59% | 15.84%+2.7pp | 90.06%-71.5pp | 19.06%-0.5pp |
| Employer contribution / active EE | $2,394 | $4,380-45.3% | $2,994-20.0% | $3,526-32.1% |
| Participant deferral / active EE | $5,068 | $6,746-24.9% | $4,953+2.3% | $5,535-8.4% |
| Admin fee / account holder | $15 | $115-86.8% | $11,989-99.9% | $292-94.8% |