Filed March 19, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $503,388 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $169,291 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,029 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $19,950 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $2,690 |
Form 5500 reported that benefits due were not provided when due.
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 | $77,114 | $67,679+13.9% | $155,509-50.4% | $99,062-22.2% |
| Participation rate | 94.8% | 67.2%+27.6pp | 78.2%+16.6pp | 71.6%+23.2pp |
| Annual return | 17.06% | 16.16%+0.9pp | 64.67%-47.6pp | 17.66%-0.6pp |
| Employer contribution / active EE | $1,668 | $2,268-26.5% | $4,672-64.3% | $3,262-48.9% |
| Participant deferral / active EE | $6,267 | $3,828+63.7% | $5,626+11.4% | $5,331+17.5% |
| Admin fee / account holder | $85 | $94-8.8% | $15,912-99.5% | $109-21.6% |