Filed February 11, 2011
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 BARNEY3 years Service code 55 · EIN 26-4310632 | Other Commissions | $16,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | $563 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,836 | $102,553-62.1% | $151,611-74.4% | $66,914-42.0% |
| Participation rate | 98.3% | 85.5%+12.8pp | 87.5%+10.8pp | 69.8%+28.5pp |
| Annual return | -15.33% | -10.82%-4.5pp | 3.33%-18.7pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,823 | $4,180-56.4% | $6,166-70.4% | $2,544-28.3% |
| Participant deferral / active EE | $3,673 | $6,641-44.7% | $8,363-56.1% | $4,237-13.3% |
| Admin fee / account holder | $3 | $630-99.4% | $11,616-100.0% | $593-99.4% |