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 | $727,400 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $8,958 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $83,520 | $92,488-9.7% | $70,014+19.3% | $65,292+27.9% |
| Participation rate | 90.6% | 81.7%+8.9pp | 71.8%+18.8pp | 72.4%+18.1pp |
| Annual return | 7.15% | 20.13%-13.0pp | 12.99%-5.8pp | 11.84%-4.7pp |
| Employer contribution / active EE | $3,377 | $3,198+5.6% | $2,338+44.4% | $2,302+46.7% |
| Participant deferral / active EE | $4,548 | $4,112+10.6% | $2,931+55.2% | $3,579+27.1% |
| Admin fee / account holder | $77 | $58+31.3% | $4,380-98.2% | $57+33.8% |