Filed August 5, 2006
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $77,387 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $9,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,706 | $40,113+31.4% | $84,015-37.3% | $77,787-32.2% |
| Participation rate | 34.7% | 62.8%-28.1pp | 69.0%-34.3pp | 73.2%-38.5pp |
| Annual return | 25.34% | 23.27%+2.1pp | 71.31%-46.0pp | 32.57%-7.2pp |
| Employer contribution / active EE | $1,225 | $847+44.6% | $1,983-38.2% | $2,504-51.1% |
| Participant deferral / active EE | $2,280 | $2,030+12.3% | $3,239-29.6% | $3,967-42.5% |
| Admin fee / account holder | $124 | $92+35.4% | $6,101-98.0% | $100+23.9% |