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 BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $78,615 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $23,625 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,029 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$534,825 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,017 | $52,346+24.2% | $143,757-54.8% | $78,044-16.7% |
| Participation rate | 92.0% | 72.7%+19.3pp | 80.3%+11.7pp | 74.4%+17.6pp |
| Annual return | -14.71% | -14.19%-0.5pp | -0.04%-14.7pp | 10.87%-25.6pp |
| Employer contribution / active EE | $2,640 | $2,131+23.9% | $4,951-46.7% | $3,125-15.5% |
| Participant deferral / active EE | $5,835 | $3,800+53.5% | $5,637+3.5% | $5,084+14.8% |
| Admin fee / account holder | $85 | $63+34.1% | $14,673-99.4% | $79+7.8% |