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 BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $46,612 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69,479 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,391 | $79,171+57.1% | $102,423+21.4% | $74,495+67.0% |
| Participation rate | 97.7% | 74.8%+22.9pp | 76.5%+21.2pp | 67.2%+30.5pp |
| Annual return | 17.73% | 54.93%-37.2pp | 29.32%-11.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $4,569 | $2,362+93.4% | $3,023+51.1% | $2,623+74.2% |
| Participant deferral / active EE | $11,592 | $4,415+162.5% | $5,053+129.4% | $4,346+166.7% |
| Admin fee / account holder | $250 | $2,001-87.5% | $9,451-97.4% | $1,942-87.1% |