Filed May 1, 2000
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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 10 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Accounting | $55,603 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $31,851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,263 | $85,135+0.1% | $98,907-13.8% | $73,409+16.1% |
| Participation rate | 62.6% | 81.1%-18.5pp | 76.0%-13.4pp | 72.2%-9.6pp |
| Annual return | 21.82% | 19.14%+2.7pp | 196.43%-174.6pp | 59.29%-37.5pp |
| Employer contribution / active EE | $1,330 | $2,721-51.1% | $2,689-50.5% | $2,234-40.5% |
| Participant deferral / active EE | $2,800 | $4,349-35.6% | $4,244-34.0% | $3,805-26.4% |
| Admin fee / account holder | $252 | $139+80.7% | $6,642-96.2% | $158+59.4% |