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 | $30,142 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 10 · EIN 20-8764829 | Accounting | $20,467 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,146 |
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 | $163,591 | $65,908+148.2% | $81,812+100.0% | $77,643+110.7% |
| Participation rate | 79.5% | 65.8%+13.7pp | 72.3%+7.1pp | 70.6%+8.9pp |
| Annual return | 13.10% | 26.64%-13.5pp | 773.79%-760.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $4,747 | $2,370+100.3% | $2,912+63.0% | $2,726+74.2% |
| Participant deferral / active EE | $9,881 | $3,505+181.9% | $4,319+128.8% | $4,647+112.6% |
| Admin fee / account holder | $144 | $526-72.6% | $7,386-98.0% | $430-66.5% |