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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $60,000 |
HOLTZMAN PARTNERS, LLP1+ years Service code 10 · EIN 74-3121060 | Accounting | $19,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,666 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,315 | $37,039+22.3% | $147,614-69.3% | $59,188-23.4% |
| Participation rate | 93.9% | 63.8%+30.1pp | 84.6%+9.3pp | 69.4%+24.5pp |
| Annual return | 0.18% | 7.19%-7.0pp | 61.98%-61.8pp | 5.51%-5.3pp |
| Employer contribution / active EE | $1,247 | $1,353-7.9% | $5,564-77.6% | $2,098-40.6% |
| Participant deferral / active EE | $4,691 | $2,094+124.0% | $4,895-4.2% | $3,265+43.7% |
| Admin fee / account holder | $9 | $60-85.8% | $11,611-99.9% | $92-90.7% |