Filed August 4, 2006
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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $67,934 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$51,014 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,529 | $65,435+81.1% | $86,677+36.7% | $66,914+77.1% |
| Participation rate | 96.9% | 75.5%+21.4pp | 76.6%+20.3pp | 69.8%+27.1pp |
| Annual return | -16.28% | -10.89%-5.4pp | 35.91%-52.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $4,357 | $2,153+102.3% | $2,836+53.6% | $2,544+71.2% |
| Participant deferral / active EE | $11,032 | $4,100+169.0% | $4,656+137.0% | $4,237+160.4% |
| Admin fee / account holder | $78 | $642-87.8% | $7,493-99.0% | $593-86.9% |