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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $106,423 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $45,000 |
BAKER TILLY US, LLP8+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 23-2708607 | Accounting | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,638 | $71,142+37.2% | $119,609-18.4% | $64,808+50.7% |
| Participation rate | 97.8% | 78.6%+19.2pp | 79.3%+18.6pp | 71.5%+26.3pp |
| Annual return | -18.38% | -10.01%-8.4pp | -14.97%-3.4pp | 32.82%-51.2pp |
| Employer contribution / active EE | $2,179 | $2,497-12.8% | $4,232-48.5% | $2,506-13.0% |
| Participant deferral / active EE | $5,458 | $4,490+21.6% | $5,602-2.6% | $4,310+26.6% |
| Admin fee / account holder | $274 | $162+69.2% | $10,323-97.3% | $188+46.1% |