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 BARNEY6 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 | $2,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,799 | $87,733+156.2% | $106,548+111.0% | $85,850+161.9% |
| Participation rate | 98.8% | 71.9%+26.8pp | 76.1%+22.7pp | 69.3%+29.5pp |
| Annual return | 11.85% | 21.86%-10.0pp | 26.80%-14.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $939 | $2,073-54.7% | $2,819-66.7% | $2,565-63.4% |
| Participant deferral / active EE | $3,483 | $3,469+0.4% | $4,398-20.8% | $3,952-11.9% |
| Admin fee / account holder | $20 | $6,767-99.7% | $7,407-99.7% | $6,260-99.7% |