Filed June 20, 2014 (most recent of 2 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 26 · EIN 20-8764829 | Advisory (Participants) | $68,384 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,235 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,427 | $79,171+172.1% | $102,423+110.3% | $74,495+189.2% |
| Participation rate | 91.9% | 74.8%+17.1pp | 76.5%+15.4pp | 67.2%+24.7pp |
| Annual return | 13.02% | 54.93%-41.9pp | 29.32%-16.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $4,912 | $2,362+107.9% | $3,023+62.5% | $2,623+87.2% |
| Participant deferral / active EE | $8,803 | $4,415+99.4% | $5,053+74.2% | $4,346+102.6% |
| Admin fee / account holder | $633 | $2,001-68.4% | $9,451-93.3% | $1,942-67.4% |