Filed August 20, 2014 (most recent of 4 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $772,281 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 16 · EIN 23-0891050 | Consulting | $22,361 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $17,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,010 | $67,505+20.0% | $63,517+27.5% | $67,505+20.0% |
| Participation rate | 97.0% | 71.2%+25.8pp | 71.0%+26.0pp | 71.2%+25.8pp |
| Annual return | 8.33% | 6.52%+1.8pp | -70.30%+78.6pp | 6.52%+1.8pp |
| Employer contribution / active EE | $3,936 | $2,173+81.1% | $2,322+69.5% | $2,173+81.1% |
| Participant deferral / active EE | $5,155 | $3,597+43.3% | $2,953+74.5% | $3,597+43.3% |
| Admin fee / account holder | $86 | $56+53.1% | $5,892-98.5% | $56+53.1% |