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 BARNEY4 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 | $1,768 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,753 | $66,310+211.8% | $93,606+120.9% | $65,185+217.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 18.00% | 42.58%-24.6pp | 32.76%-14.8pp | 29.38%-11.4pp |
| Employer contribution / active EE | $911 | $2,012-54.7% | $2,718-66.5% | $2,177-58.2% |
| Participant deferral / active EE | $3,347 | $3,342+0.2% | $4,069-17.7% | $3,514-4.7% |
| Admin fee / account holder | $12 | $6,897-99.8% | $7,888-99.8% | $847-98.6% |