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 | Float revenue; Participant loan proce... | $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; Securities brok... | $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 | $128,899-16.7% | $113,168-5.1% | $102,872+4.4% |
| Participation rate | 99.6% | 87.0%+12.6pp | 76.6%+23.0pp | 73.0%+26.6pp |
| Annual return | 8.94% | 15.88%-6.9pp | 24.27%-15.3pp | 19.06%-10.1pp |
| Employer contribution / active EE | $4,971 | $3,713+33.9% | $2,975+67.1% | $3,526+41.0% |
| Participant deferral / active EE | $4,852 | $6,787-28.5% | $5,107-5.0% | $5,535-12.3% |
| Admin fee / account holder | $108 | $129-16.8% | $12,068-99.1% | $292-63.2% |