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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,115 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 3280 PEACHTREE ROAD NE · ATLANTA, GA 30305 | Other Services | $0 |
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 | $69,174 | $82,978-16.6% | $129,995-46.8% | $71,457-3.2% |
| Participation rate | 90.3% | 74.1%+16.2pp | 78.5%+11.8pp | 67.9%+22.3pp |
| Annual return | 17.31% | 20.60%-3.3pp | -137.18%+154.5pp | 28.85%-11.5pp |
| Employer contribution / active EE | $4,841 | $2,622+84.7% | $4,320+12.1% | $2,588+87.1% |
| Participant deferral / active EE | $9,574 | $4,432+116.0% | $5,820+64.5% | $4,289+123.2% |
| Admin fee / account holder | $9 | $1,729-99.5% | $10,614-99.9% | $1,587-99.4% |