Filed May 14, 2014
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 6-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Participan... | $200,618 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $35,000 |
MEYERS BROTHERS KALICKA, PC4 years Service code 10 · EIN 04-2713795 | Accounting | $21,850 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,358 | $131,639-18.4% | $112,040-4.2% | $103,975+3.3% |
| Participation rate | 99.6% | 88.3%+11.2pp | 76.5%+23.1pp | 72.5%+27.1pp |
| Annual return | 8.94% | 14.57%-5.6pp | 24.52%-15.6pp | 19.41%-10.5pp |
| Employer contribution / active EE | $4,971 | $3,865+28.6% | $2,954+68.3% | $3,722+33.5% |
| Participant deferral / active EE | $4,852 | $6,986-30.5% | $5,098-4.8% | $5,343-9.2% |
| Admin fee / account holder | $108 | $134-19.9% | $12,098-99.1% | $332-67.6% |