Filed October 18, 2004 (most recent of 4 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $93,825 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 26-4310632 | Consulting | $89,711 |
BANKS ACCOUNTANCY2 years Service code 10 · EIN 47-2333653 | Accounting | $20,000 |
LITTLER MENDELSON, P.C.2 years Filed as: LITTLER MENDLESON, PC Service code 16 · EIN 94-2602731 | Consulting | $6,407 |
Service code 37 | Loan Processing | -$3,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,718 | $38,058+99.0% | $169,463-55.3% | $75,289+0.6% |
| Participation rate | 41.5% | 65.1%-23.7pp | 77.8%-36.3pp | 72.4%-30.9pp |
| Annual return | -5.67% | -2.88%-2.8pp | 1.83%-7.5pp | -0.04%-5.6pp |
| Employer contribution / active EE | $2,940 | $1,478+98.9% | $4,159-29.3% | $2,405+22.2% |
| Participant deferral / active EE | $6,027 | $3,201+88.3% | $5,277+14.2% | $3,739+61.2% |
| Admin fee / account holder | $71 | $85-16.4% | $9,109-99.2% | $102-30.3% |