Filed March 27, 2008
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 3-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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $122,778 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,109 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,401 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,810 | $122,854+13.0% | $184,200-24.6% | $199,768-30.5% |
| Participation rate | 88.5% | 87.0%+1.4pp | 86.8%+1.7pp | 72.0%+16.5pp |
| Annual return | 191.79% | 143.99%+47.8pp | 28.80%+163.0pp | 34.26%+157.5pp |
| Employer contribution / active EE | $5,206 | $4,588+13.5% | $6,424-19.0% | $3,037+71.4% |
| Participant deferral / active EE | $7,702 | $7,995-3.7% | $9,132-15.7% | $5,090+51.3% |
| Admin fee / account holder | $159 | $120+32.0% | $13,907-98.9% | $269-41.0% |