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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $143,768 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $10,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $24,561 | $54,890-55.3% | $63,517-61.3% | $59,188-58.5% |
| Participation rate | 61.0% | 75.6%-14.6pp | 71.0%-10.0pp | 69.4%-8.4pp |
| Annual return | -70.00% | 4.56%-74.6pp | -70.30%+0.3pp | 5.51%-75.5pp |
| Employer contribution / active EE | $523 | $1,831-71.4% | $2,322-77.5% | $2,098-75.1% |
| Participant deferral / active EE | $865 | $2,803-69.1% | $2,953-70.7% | $3,265-73.5% |
| Admin fee / account holder | $143 | $66+115.6% | $5,892-97.6% | $92+54.6% |