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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $158,821 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $60,000 |
WEINSTEIN ZUGMAN, LLC3 years Filed as: WEINSTEIN SPIRA & COMPANY Service code 10 · EIN 74-2181616 | Accounting | $14,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,793 | $82,202+119.9% | $125,339+44.2% | $64,808+179.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -9.46% | 3.48%-12.9pp | 572.05%-581.5pp | 32.82%-42.3pp |
| Employer contribution / active EE | $8,951 | $3,615+147.6% | $4,814+86.0% | $2,506+257.2% |
| Participant deferral / active EE | $11,575 | $7,175+61.3% | $7,446+55.4% | $4,310+168.5% |
| Admin fee / account holder | $446 | $163+173.4% | $10,010-95.5% | $188+137.6% |