Filed March 4, 1999
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $96,267 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $92,018 |
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 | $66,114 | $73,404-9.9% | $87,100-24.1% | $67,579-2.2% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.9%+21.6pp | 71.3%+27.2pp |
| Annual return | 24.43% | 48.29%-23.9pp | 28.19%-3.8pp | 378.56%-354.1pp |
| Employer contribution / active EE | $1,627 | $2,014-19.2% | $2,521-35.5% | $2,148-24.2% |
| Participant deferral / active EE | $5,280 | $3,913+34.9% | $4,049+30.4% | $3,539+49.2% |
| Admin fee / account holder | $214 | $142+51.3% | $7,497-97.1% | $142+50.5% |