Filed December 2, 2011
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $24,019 |
Filed as: HUTCHINSON & BLOODGOOD LLP Service code 10 · EIN 95-0858589 | Accounting | $13,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,793 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,523 | $86,929+15.6% | $102,423-1.9% | $80,856+24.3% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.6%+25.0pp |
| Annual return | 12.41% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,751 | $2,369-26.1% | $3,023-42.1% | $2,755-36.4% |
| Participant deferral / active EE | $8,596 | $4,118+108.7% | $5,053+70.1% | $4,296+100.1% |
| Admin fee / account holder | $293 | $8,049-96.4% | $9,451-96.9% | $6,918-95.8% |