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 3-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 BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $23,134 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF OKLAHOMA, NA Service code 21 · EIN 73-0780382 | Bank Trustee | $5,884 |
BLACKROCK2+ years Filed as: BLACKROCK FUNDS Service code 15 · EIN 04-6171663 | Recordkeeping | $0 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON FUNDS Service code 15 · EIN 94-3167260 | Recordkeeping | $0 |
INVESCO2+ years Filed as: INVESCO FUNDS Service code 15 · EIN 58-2287224 | Recordkeeping | $0 |
MATTHEWS INTERNATIONAL FUNDS2+ years Service code 15 · EIN 94-3250972 | Recordkeeping | $0 |
Filed as: MORGAN STANLEY BANK Service code 33 · EIN 36-3707380 | Other commissions; Securities brokera... | $0 |
Filed as: MORGAN STANLEY PRIVATE BANK Service code 33 · EIN 22-3458456 | Other commissions; Securities brokera... | $0 |
Filed as: TCW GALILEO Service code 15 · EIN 95-2749628 | Recordkeeping | $0 |
See 1 actuary disclosure. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $268,676-100.0% | $268,676-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 55.0%-55.0pp | 37.9%-37.9pp | 44.4%-44.4pp |
| Annual return | -16.15% | -11.17%-5.0pp | -10.68%-5.5pp | -14.65%-1.5pp |
| Employer contribution / active EE | $26,263 | $55,905-53.0% | $48,995-46.4% | $46,320-43.3% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,366-100.0% | $4,366-100.0% | $14,631-100.0% |