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 | $112,935 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY ADVISORY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $45,000 |
BAKER TILLY US, LLP9+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 23-2708607 | Accounting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,178 | $91,372+23.9% | $129,995-12.9% | $74,419+52.1% |
| Participation rate | 96.9% | 77.8%+19.1pp | 78.5%+18.4pp | 70.7%+26.2pp |
| Annual return | 19.75% | 23.21%-3.5pp | -137.18%+156.9pp | 34.38%-14.6pp |
| Employer contribution / active EE | $2,361 | $2,563-7.9% | $4,320-45.3% | $2,637-10.5% |
| Participant deferral / active EE | $5,777 | $4,721+22.4% | $5,820-0.7% | $4,528+27.6% |
| Admin fee / account holder | $288 | $283+1.8% | $10,614-97.3% | $348-17.1% |