Filed July 15, 2006 (most recent of 3 filings on file)
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 WEALTH MANAGEMENT Service code 27 · EIN 36-3145972 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,035 |
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 | $133,067 | $155,795-14.6% | $136,294-2.4% | $69,631+91.1% |
| Participation rate | 91.6% | 75.2%+16.3pp | 81.9%+9.6pp | 70.7%+20.9pp |
| Annual return | 22.21% | 232464.33%-232442.1pp | 5155.94%-5133.7pp | 27571.02%-27548.8pp |
| Employer contribution / active EE | $3,290 | $2,991+10.0% | $4,695-29.9% | $2,032+61.9% |
| Participant deferral / active EE | $6,467 | $5,394+19.9% | $6,247+3.5% | $3,224+100.6% |
| Admin fee / account holder | -$5 | $128-103.8% | $9,243-100.1% | $110-104.4% |