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 BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $74,762 |
HOLTZMAN PARTNERS, LLP5+ years Service code 10 · EIN 74-3121060 | Accounting | $21,000 |
HALL BENEFITS LAW1 year Service code 29 · EIN 46-3647719 | Legal | $9,026 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$241,032 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $63,888 | $47,456+34.6% | $172,739-63.0% | $77,787-17.9% |
| Participation rate | 95.6% | 66.3%+29.4pp | 82.6%+13.0pp | 73.2%+22.4pp |
| Annual return | 23.68% | 35.57%-11.9pp | 802.84%-779.2pp | 32.57%-8.9pp |
| Employer contribution / active EE | $1,293 | $1,574-17.9% | $5,143-74.9% | $2,504-48.4% |
| Participant deferral / active EE | $5,347 | $2,560+108.9% | $5,198+2.9% | $3,967+34.8% |
| Admin fee / account holder | -$20 | $81-125.2% | $13,954-100.1% | $100-120.4% |