Filed January 27, 2015 (most recent of 5 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 9-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 BARNEY1+ years Service code 27 · EIN 13-2655998 | Advisory (Plan) | $163,314 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,158 | $68,413-54.5% | $123,104-74.7% | $55,191-43.5% |
| Participation rate | 98.9% | 84.5%+14.3pp | 86.8%+12.1pp | 69.2%+29.7pp |
| Annual return | -1.71% | 6.30%-8.0pp | 13.22%-14.9pp | 10.78%-12.5pp |
| Employer contribution / active EE | $4,772 | $3,050+56.4% | $5,151-7.4% | $1,899+151.3% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $213 | $88+143.1% | $9,015-97.6% | $91+135.2% |