Filed September 23, 2010
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 HOLDING Service code 27 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Advisory (Plan) | $33,507 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,562 |
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 | $92,492 | $64,807+42.7% | $79,464+16.4% | - |
| Participation rate | 82.8% | 63.3%+19.5pp | 73.3%+9.5pp | - |
| Annual return | -4.32% | -6.90%+2.6pp | 718.14%-722.5pp | - |
| Employer contribution / active EE | $7,087 | $2,603+172.3% | $2,800+153.1% | - |
| Participant deferral / active EE | $6,408 | $2,645+142.3% | $3,704+73.0% | - |
| Admin fee / account holder | $200 | $2,902-93.1% | $5,113-96.1% | - |