Filed February 18, 2009
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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 3280 PEACHTREE ROAD, NE · ATLANTA, GA 30305 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,808 | $57,108-18.0% | $94,224-50.3% | $52,331-10.6% |
| Participation rate | 68.4% | 72.9%-4.5pp | 78.8%-10.4pp | 68.1%+0.3pp |
| Annual return | 0.82% | 1.47%-0.7pp | 10.68%-9.9pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,810 | $1,735+61.9% | $3,587-21.6% | $1,882+49.3% |
| Participant deferral / active EE | $5,164 | $3,040+69.9% | $4,320+19.5% | $3,022+70.9% |
| Admin fee / account holder | $5 | $546-99.1% | $6,269-99.9% | $592-99.1% |