Filed March 20, 2011 (most recent of 2 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 9-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 | Finders' fees / placement fees; Recor... | $112,836 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 16 · EIN 26-4310632 | Consulting | $54,788 |
MOSS ADAMS LLP6 years Service code 10 · EIN 91-0189318 | Accounting | $18,900 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,358 | $45,000-32.5% | $143,757-78.9% | $77,904-61.0% |
| Participation rate | 88.9% | 66.8%+22.1pp | 80.3%+8.6pp | 73.7%+15.2pp |
| Annual return | -15.64% | 29.03%-44.7pp | -0.04%-15.6pp | 12.21%-27.8pp |
| Employer contribution / active EE | $3,245 | $1,870+73.6% | $4,951-34.5% | $2,848+13.9% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $93 | $98-5.9% | $14,673-99.4% | $133-30.1% |