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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $56,697 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$57,257 |
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 | $117,771 | $76,050+54.9% | $96,544+22.0% | $71,457+64.8% |
| Participation rate | 97.9% | 74.4%+23.5pp | 76.0%+21.9pp | 67.9%+30.0pp |
| Annual return | 32.11% | 22.81%+9.3pp | 25.84%+6.3pp | 28.85%+3.3pp |
| Employer contribution / active EE | $5,439 | $2,244+142.3% | $2,965+83.4% | $2,588+110.2% |
| Participant deferral / active EE | $14,347 | $4,215+240.3% | $4,851+195.8% | $4,289+234.5% |
| Admin fee / account holder | -$2 | $2,707-100.1% | $8,252-100.0% | $1,587-100.1% |