Filed May 2, 2016 (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 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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $154,459 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $105,955 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $20,410 |
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 | $207,734 | $89,436+132.3% | $164,813+26.0% | $77,643+167.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 13.73% | 28.83%-15.1pp | 69.93%-56.2pp | 31.24%-17.5pp |
| Employer contribution / active EE | $7,447 | $2,569+189.9% | $4,341+71.6% | $2,726+173.2% |
| Participant deferral / active EE | $12,383 | $4,897+152.9% | $6,031+105.3% | $4,647+166.5% |
| Admin fee / account holder | $141 | $339-58.4% | $12,690-98.9% | $430-67.2% |