Filed February 15, 1999
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 BARNEY1+ years Service code 27 · EIN 13-2655998 | Advisory (Plan) | $79,178 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,270 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $30,279 | $62,324-51.4% | $68,509-55.8% | $55,191-45.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 74.7%+25.3pp | 69.2%+30.8pp |
| Annual return | -0.85% | 4.26%-5.1pp | 8.27%-9.1pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,085 | $2,223-51.2% | $2,278-52.3% | $1,899-42.8% |
| Participant deferral / active EE | $2,726 | $3,425-20.4% | $3,382-19.4% | $3,046-10.5% |
| Admin fee / account holder | $123 | $91+35.1% | $5,275-97.7% | $91+36.0% |