Filed August 29, 2013 (most recent of 3 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 BARNEY9+ years Service code 55 · EIN 26-4310632 | Other Commissions | $158,585 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,319 | $104,631-15.6% | $98,439-10.3% | $80,160+10.2% |
| Participation rate | 95.4% | 87.5%+7.9pp | 75.2%+20.2pp | 72.9%+22.5pp |
| Annual return | 17.60% | 34.72%-17.1pp | 21.16%-3.6pp | 40.38%-22.8pp |
| Employer contribution / active EE | $1,977 | $4,517-56.2% | $3,048-35.1% | $2,978-33.6% |
| Participant deferral / active EE | $4,467 | $6,545-31.8% | $4,738-5.7% | $5,017-11.0% |
| Admin fee / account holder | $1 | $105-98.7% | $8,948-100.0% | $145-99.1% |