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 BARNEY5 years Service code 55 · EIN 26-4310632 | Other Commissions | $17,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $919 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,305 | $122,239-58.0% | $184,203-72.1% | $74,495-31.1% |
| Participation rate | 87.7% | 85.5%+2.2pp | 86.8%+0.9pp | 67.2%+20.5pp |
| Annual return | 24.84% | 19.95%+4.9pp | 28.81%-4.0pp | 1364.94%-1340.1pp |
| Employer contribution / active EE | $1,752 | $4,537-61.4% | $6,427-72.7% | $2,623-33.2% |
| Participant deferral / active EE | $3,856 | $7,139-46.0% | $9,131-57.8% | $4,346-11.3% |
| Admin fee / account holder | $6 | $1,260-99.5% | $13,901-100.0% | $1,942-99.7% |