Filed February 27, 2009
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 17 · EIN 20-8764829 | Pension Consulting | $112,649 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $99,245 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $25,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,396 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,673 | $107,459+64.4% | $135,903+30.0% | $80,160+120.4% |
| Participation rate | 93.8% | 78.0%+15.8pp | 81.9%+11.9pp | 72.9%+20.9pp |
| Annual return | 24.54% | 91.91%-67.4pp | 68.23%-43.7pp | 40.38%-15.8pp |
| Employer contribution / active EE | $12,149 | $3,877+213.4% | $4,856+150.2% | $2,978+308.0% |
| Participant deferral / active EE | $17,886 | $8,195+118.3% | $7,758+130.6% | $5,017+256.5% |
| Admin fee / account holder | $31 | $127-75.6% | $10,762-99.7% | $145-78.6% |