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 BARNEY6 years Filed as: MORGAN STANLEY Service code 16 · EIN 20-8764829 | Consulting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$81,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,698 | $52,208+238.5% | $86,612+104.0% | $74,419+137.4% |
| Participation rate | 81.3% | 66.3%+15.0pp | 71.7%+9.6pp | 70.7%+10.6pp |
| Annual return | 23.52% | 44.46%-20.9pp | 591.07%-567.6pp | 34.38%-10.9pp |
| Employer contribution / active EE | $3,083 | $2,282+35.1% | $3,022+2.0% | $2,637+16.9% |
| Participant deferral / active EE | $7,870 | $3,383+132.6% | $4,438+77.3% | $4,528+73.8% |
| Admin fee / account holder | -$67 | $319-121.0% | $5,614-101.2% | $348-119.3% |