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 | $33,340 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 10 · EIN 20-8764829 | Accounting | $29,318 |
SINGERLEWAK LLP3 years Service code 10 · EIN 95-2302617 | Accounting | $28,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,194 | $52,208+195.3% | $86,612+78.0% | $74,419+107.2% |
| Participation rate | 83.2% | 66.3%+16.9pp | 71.7%+11.5pp | 70.7%+12.5pp |
| Annual return | 18.38% | 44.46%-26.1pp | 591.07%-572.7pp | 34.38%-16.0pp |
| Employer contribution / active EE | $4,621 | $2,282+102.5% | $3,022+52.9% | $2,637+75.2% |
| Participant deferral / active EE | $9,869 | $3,383+191.7% | $4,438+122.4% | $4,528+118.0% |
| Admin fee / account holder | $255 | $319-20.2% | $5,614-95.5% | $348-26.8% |