Filed July 24, 2013
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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $45,003 |
BAKER TILLY US, LLP5+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 23-2708607 | Accounting | $9,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,229 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,787 | $69,159+55.9% | $125,175-13.9% | $67,579+59.5% |
| Participation rate | 96.7% | 78.2%+18.5pp | 79.8%+16.9pp | 71.3%+25.4pp |
| Annual return | 21.79% | 27.12%-5.3pp | 43.79%-22.0pp | 378.56%-356.8pp |
| Employer contribution / active EE | $2,038 | $2,023+0.7% | $3,865-47.3% | $2,148-5.1% |
| Participant deferral / active EE | $5,122 | $3,700+38.4% | $4,937+3.8% | $3,539+44.7% |
| Admin fee / account holder | $19 | $142-86.3% | $9,702-99.8% | $142-86.4% |