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 BARNEY2 years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $60,000 |
HOLTZMAN PARTNERS, LLP3+ years Service code 10 · EIN 74-3121060 | Accounting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$95,221 |
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 | $58,554 | $44,989+30.2% | $170,442-65.6% | $77,958-24.9% |
| Participation rate | 95.7% | 64.6%+31.1pp | 83.6%+12.1pp | 71.6%+24.1pp |
| Annual return | 18.37% | 19.61%-1.2pp | 205.93%-187.6pp | 20.87%-2.5pp |
| Employer contribution / active EE | $410 | $1,466-72.0% | $5,433-92.5% | $2,310-82.3% |
| Participant deferral / active EE | $5,015 | $2,208+127.2% | $4,939+1.5% | $3,537+41.8% |
| Admin fee / account holder | -$2 | $69-103.5% | $13,880-100.0% | $97-102.5% |