Filed April 20, 2012
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 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $54,746 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 10 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Accounting | $23,021 |
WOODBURY FINANCIAL SERVICES1+ years Service code 16 7755 3RD STREET NORTH · OAKDALE, MN 55128 | Consulting | $4,654 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,485 | $37,117+17.2% | $147,614-70.5% | $55,191-21.2% |
| Participation rate | 44.3% | 63.6%-19.3pp | 84.6%-40.3pp | 69.2%-24.9pp |
| Annual return | -0.30% | 3.44%-3.7pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $848 | $1,620-47.7% | $5,564-84.8% | $1,899-55.4% |
| Participant deferral / active EE | $4,298 | $1,985+116.5% | $4,895-12.2% | $3,046+41.1% |
| Admin fee / account holder | $146 | $86+70.5% | $11,611-98.7% | $91+60.7% |