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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,210,196 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,681,646 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $203,708 |
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 | $72,038 | $68,330+5.4% | $149,673-51.9% | $96,393-25.3% |
| Participation rate | 63.6% | 74.6%-11.0pp | 78.8%-15.1pp | 71.3%-7.7pp |
| Annual return | 21.11% | 29.64%-8.5pp | 134.42%-113.3pp | 22.88%-1.8pp |
| Employer contribution / active EE | $1,097 | $2,139-48.7% | $4,818-77.2% | $3,238-66.1% |
| Participant deferral / active EE | $4,009 | $4,422-9.3% | $5,680-29.4% | $5,455-26.5% |
| Admin fee / account holder | $86 | $52+65.9% | $13,210-99.3% | $74+16.8% |