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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $157,187 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,228 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $7,630 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,211 | $61,756-2.5% | $70,092-14.1% | $77,904-22.7% |
| Participation rate | 97.6% | 79.9%+17.7pp | 70.5%+27.1pp | 73.7%+23.9pp |
| Annual return | -11.37% | -11.86%+0.5pp | 190.73%-202.1pp | 12.21%-23.6pp |
| Employer contribution / active EE | $1,949 | $2,706-28.0% | $2,559-23.8% | $2,848-31.6% |
| Participant deferral / active EE | $5,926 | $3,977+49.0% | $3,849+54.0% | $4,806+23.3% |
| Admin fee / account holder | $86 | $101-15.2% | $6,267-98.6% | $133-35.2% |