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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 227 WEST MONROE STREET STE 3400 · CHICAGO, IL 60606 | Securities Custodian | $3,229 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,174 | $54,672+236.9% | $80,019+130.2% | - |
| Participation rate | 100.0% | 65.0%+35.0pp | 75.8%+24.2pp | - |
| Annual return | -4.10% | -8.02%+3.9pp | 11.22%-15.3pp | - |
| Employer contribution / active EE | $919 | $1,529-39.9% | $2,468-62.8% | - |
| Participant deferral / active EE | $3,438 | $2,794+23.0% | $3,686-6.7% | - |
| Admin fee / account holder | $29 | $4,207-99.3% | $6,521-99.6% | - |