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 BARNEY8 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 | $1,807 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,702 | $79,944+161.1% | $98,439+112.0% | $75,163+177.7% |
| Participation rate | 98.7% | 70.4%+28.3pp | 75.2%+23.6pp | 67.2%+31.5pp |
| Annual return | 13.28% | 19.75%-6.5pp | 21.16%-7.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,244 | $2,264-45.1% | $3,048-59.2% | $2,670-53.4% |
| Participant deferral / active EE | $3,125 | $3,752-16.7% | $4,738-34.0% | $4,125-24.2% |
| Admin fee / account holder | $19 | $6,840-99.7% | $8,948-99.8% | $5,651-99.7% |