Filed July 13, 2009 (most recent of 4 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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 16 1300 THAMES STREET WHARF, · BALTIMORE, MD 21231 | Consulting | $37,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$89,919 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,116 | $58,290+219.3% | $98,442+89.1% | $86,799+114.4% |
| Participation rate | 85.8% | 68.3%+17.5pp | 73.3%+12.5pp | 72.3%+13.5pp |
| Annual return | 13.43% | 43.48%-30.1pp | 1492.73%-1479.3pp | 97.91%-84.5pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $7,294 | $3,152+131.4% | $4,276+70.6% | $4,131+76.6% |
| Admin fee / account holder | -$105 | $138-176.1% | $5,949-101.8% | $170-161.8% |