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 BARNEY7 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $62,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$101,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,544 | $65,908+202.8% | $81,812+143.9% | $77,643+157.0% |
| Participation rate | 77.0% | 65.8%+11.2pp | 72.3%+4.6pp | 70.6%+6.4pp |
| Annual return | 13.68% | 26.64%-13.0pp | 773.79%-760.1pp | 31.24%-17.6pp |
| Employer contribution / active EE | $3,036 | $2,370+28.1% | $2,912+4.3% | $2,726+11.4% |
| Participant deferral / active EE | $7,683 | $3,505+119.2% | $4,319+77.9% | $4,647+65.3% |
| Admin fee / account holder | -$83 | $526-115.9% | $7,386-101.1% | $430-119.4% |