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 | $157,001 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $6,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,045 | $54,890-17.9% | $63,517-29.1% | $59,188-23.9% |
| Participation rate | 48.6% | 75.6%-27.0pp | 71.0%-22.5pp | 69.4%-20.9pp |
| Annual return | 4.70% | 4.56%+0.1pp | -70.30%+75.0pp | 5.51%-0.8pp |
| Employer contribution / active EE | $136 | $1,831-92.6% | $2,322-94.1% | $2,098-93.5% |
| Participant deferral / active EE | $1,494 | $2,803-46.7% | $2,953-49.4% | $3,265-54.3% |
| Admin fee / account holder | $101 | $66+52.5% | $5,892-98.3% | $92+9.4% |