Filed March 1, 2009 (most recent of 7 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 BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 227 WEST MONROE STREET STE 3400 · CHICAGO, IL 60606 | Securities Custodian | $3,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,439 | $53,412+213.5% | $68,509+144.4% | $52,331+220.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | 0.73% | 3.42%-2.7pp | 8.27%-7.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $894 | $1,607-44.4% | $2,278-60.7% | $1,882-52.5% |
| Participant deferral / active EE | $3,601 | $2,688+34.0% | $3,382+6.5% | $3,022+19.2% |
| Admin fee / account holder | $27 | $461-94.0% | $5,275-99.5% | $592-95.4% |