Filed March 23, 2009 (most recent of 5 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,855,997 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,834,502 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $212,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,972 | $73,283+9.1% | $155,567-48.6% | $106,408-24.8% |
| Participation rate | 63.8% | 73.3%-9.5pp | 78.2%-14.4pp | 69.9%-6.1pp |
| Annual return | 18.13% | 15.76%+2.4pp | 64.74%-46.6pp | 17.37%+0.8pp |
| Employer contribution / active EE | $1,175 | $2,241-47.6% | $4,674-74.9% | $3,361-65.0% |
| Participant deferral / active EE | $4,128 | $4,567-9.6% | $5,628-26.7% | $5,567-25.9% |
| Admin fee / account holder | $83 | $56+47.6% | $15,916-99.5% | $79+4.2% |