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 BARNEY5 years Filed as: MORGAN STANLEY Service code 16 · EIN 20-8764829 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Consulting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$82,371 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,230 | $47,722+208.5% | $82,719+78.0% | $64,808+127.2% |
| Participation rate | 83.6% | 67.6%+16.0pp | 72.6%+11.1pp | 71.5%+12.1pp |
| Annual return | -17.67% | -13.05%-4.6pp | 701.18%-718.8pp | 32.82%-50.5pp |
| Employer contribution / active EE | $3,293 | $2,179+51.1% | $3,009+9.4% | $2,506+31.4% |
| Participant deferral / active EE | $8,334 | $3,329+150.3% | $4,395+89.6% | $4,310+93.3% |
| Admin fee / account holder | -$65 | $143-145.8% | $5,329-101.2% | $188-134.8% |