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 BARNEY2+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $62,687 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,558 |
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 | $83,350 | $69,305+20.3% | $82,313+1.3% | $69,631+19.7% |
| Participation rate | 95.8% | 80.3%+15.5pp | 76.9%+18.9pp | 70.7%+25.1pp |
| Annual return | 18.24% | 21.47%-3.2pp | 25.88%-7.6pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $2,710 | $1,887+43.7% | $2,428+11.6% | $2,032+33.4% |
| Participant deferral / active EE | $4,560 | $3,568+27.8% | $3,706+23.0% | $3,224+41.5% |
| Admin fee / account holder | $88 | $97-9.2% | $5,608-98.4% | $110-20.1% |