Filed February 25, 2006 (most recent of 2 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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $53,889 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,186 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $14,382 |
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 | $180,714 | $111,608+61.9% | $177,821+1.6% | $73,409+146.2% |
| Participation rate | 96.2% | 87.9%+8.4pp | 87.7%+8.5pp | 72.2%+24.1pp |
| Annual return | 14.39% | 18.23%-3.8pp | 48.32%-33.9pp | 59.29%-44.9pp |
| Employer contribution / active EE | $6,658 | $3,796+75.4% | $5,918+12.5% | $2,234+198.1% |
| Participant deferral / active EE | $5,836 | $6,199-5.9% | $7,714-24.3% | $3,805+53.4% |
| Admin fee / account holder | $263 | $166+58.6% | $12,427-97.9% | $158+66.3% |