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 BARNEY7 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 | $1,798 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,119 | $73,004+168.6% | $90,749+116.1% | $68,494+186.3% |
| Participation rate | 98.8% | 70.8%+27.9pp | 75.7%+23.1pp | 67.9%+30.9pp |
| Annual return | -9.33% | -13.81%+4.5pp | -12.16%+2.8pp | -7.84%-1.5pp |
| Employer contribution / active EE | $1,173 | $2,193-46.5% | $2,921-59.8% | $2,596-54.8% |
| Participant deferral / active EE | $3,371 | $3,627-7.1% | $4,564-26.1% | $4,027-16.3% |
| Admin fee / account holder | $15 | $5,896-99.7% | $8,445-99.8% | $5,403-99.7% |