Filed December 31, 1992
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 9-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $33,426 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 16 · EIN 26-4310632 | Consulting | $10,561 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4370632 | Advisory (Plan) | $9,573 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | 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 | $44,530 | $53,925-17.4% | $75,670-41.2% | $69,631-36.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 18.49% | 17.84%+0.7pp | 27.34%-8.9pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $4,017 | $1,802+122.9% | $2,352+70.8% | $2,032+97.7% |
| Participant deferral / active EE | $4,046 | $2,569+57.5% | $3,142+28.7% | $3,224+25.5% |
| Admin fee / account holder | $127 | $97+30.9% | $5,800-97.8% | $110+15.1% |