Filed November 21, 2011 (most recent of 4 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 |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INST ASSET MGMT TRUST CO Service code 28 · EIN 20-4659714 | Investment Management | $140,283 |
FID INV INST OPS CO3 years Filed as: FID MGMT TRUST CO Service code 21 · EIN 04-2723880 | Bank Trustee | $112,000 |
FID INV INST OPS CO3 years Service code 11 · EIN 04-3532603 | Actuarial | $49,000 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $20,475 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $18,938 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 0.0%0pp | 17.1%-17.1pp |
| Annual return | 7.26% | 9.82%-2.6pp | 1.35%+5.9pp | 9.82%-2.6pp |
| Employer contribution / active EE | $53,571 | $13,587+294.3% | $35,483+51.0% | $13,587+294.3% |
| Participant deferral / active EE | $0 | $81-100.0% | $386-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |