Filed April 11, 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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 11-3658445 4380 BUCKEYE LANE · BEAVERCREEK, OH 45440 | Securities Custodian | $4 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,148 | $98,727+256.7% | $113,168+211.2% | $85,563+311.6% |
| Participation rate | 99.4% | 80.8%+18.6pp | 76.6%+22.9pp | 66.0%+33.5pp |
| Annual return | 21.37% | 17.43%+3.9pp | 24.27%-2.9pp | 31.51%-10.1pp |
| Employer contribution / active EE | $12,525 | $2,907+330.9% | $2,975+321.0% | $2,654+372.0% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |