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 BARNEY4 years Service code 55 · EIN 26-4310632 | Other Commissions | $16,262 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $44,089 | $130,194-66.1% | $169,993-74.1% | $71,457-38.3% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.0%+10.0pp | 67.9%+29.1pp |
| Annual return | 18.27% | 20.37%-2.1pp | 53.37%-35.1pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,977 | $4,381-54.9% | $6,785-70.9% | $2,588-23.6% |
| Participant deferral / active EE | $4,476 | $6,923-35.3% | $10,408-57.0% | $4,289+4.4% |
| Admin fee / account holder | $8 | $966-99.2% | $12,815-99.9% | $1,587-99.5% |