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 | $53,834 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 10 · EIN 20-8764829 | Accounting | $37,625 |
SINGERLEWAK LLP2 years Service code 10 · EIN 95-2302617 | Accounting | $23,604 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,995 | $47,722+195.5% | $82,719+70.5% | $64,808+117.6% |
| Participation rate | 85.1% | 67.6%+17.5pp | 72.6%+12.6pp | 71.5%+13.6pp |
| Annual return | -15.67% | -13.05%-2.6pp | 701.18%-716.8pp | 32.82%-48.5pp |
| Employer contribution / active EE | $4,731 | $2,179+117.1% | $3,009+57.2% | $2,506+88.8% |
| Participant deferral / active EE | $10,302 | $3,329+209.4% | $4,395+134.4% | $4,310+139.0% |
| Admin fee / account holder | $349 | $143+144.0% | $5,329-93.5% | $188+85.7% |