Filed June 7, 2001
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 4-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 Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $74,756 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,337 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,139 | $63,905+23.8% | $74,183+6.7% | $57,658+37.3% |
| Participation rate | 95.7% | 79.8%+16.0pp | 76.6%+19.1pp | 70.2%+25.5pp |
| Annual return | 0.19% | 60.60%-60.4pp | 17.74%-17.5pp | 5.13%-4.9pp |
| Employer contribution / active EE | $2,678 | $1,840+45.5% | $2,370+13.0% | $1,974+35.7% |
| Participant deferral / active EE | $4,543 | $3,448+31.8% | $3,550+28.0% | $3,061+48.4% |
| Admin fee / account holder | $81 | $91-11.2% | $5,586-98.6% | $95-14.5% |