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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $142,701 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $55,956 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,832 | $81,908-41.6% | $90,749-47.3% | $64,808-26.2% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -17.35% | -12.53%-4.8pp | -12.16%-5.2pp | 32.82%-50.2pp |
| Employer contribution / active EE | $2,259 | $3,065-26.3% | $2,921-22.7% | $2,506-9.9% |
| Participant deferral / active EE | $3,632 | $4,840-25.0% | $4,564-20.4% | $4,310-15.7% |
| Admin fee / account holder | $244 | $157+55.4% | $8,445-97.1% | $188+30.1% |