Filed February 21, 2006
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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $28,803 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,585 | $50,815-26.0% | $155,509-75.8% | $77,643-51.6% |
| Participation rate | 69.2% | 63.1%+6.0pp | 78.2%-9.0pp | 70.6%-1.4pp |
| Annual return | 18.01% | 34.80%-16.8pp | 64.67%-46.7pp | 31.24%-13.2pp |
| Employer contribution / active EE | $985 | $1,993-50.6% | $4,672-78.9% | $2,726-63.9% |
| Participant deferral / active EE | $2,412 | $2,822-14.5% | $5,626-57.1% | $4,647-48.1% |
| Admin fee / account holder | $69 | $437-84.2% | $15,912-99.6% | $430-84.0% |