Filed October 15, 2008
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 | $54,852 |
Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $35,000 |
SINGERLEWAK LLP1 year Service code 10 · EIN 95-2302617 | Accounting | $18,311 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,262 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $174,817 | $63,745+174.2% | $98,442+77.6% | $79,386+120.2% |
| Participation rate | 89.8% | 69.9%+19.9pp | 73.3%+16.4pp | 70.7%+19.1pp |
| Annual return | 13.06% | 625.80%-612.7pp | 1492.73%-1479.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $3,569 | $2,557+39.6% | $2,960+20.6% | $2,427+47.0% |
| Participant deferral / active EE | $10,164 | $3,303+207.7% | $4,276+137.7% | $4,046+151.2% |
| Admin fee / account holder | $372 | $516-27.8% | $5,949-93.7% | $626-40.6% |