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 BARNEY8 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$104,420 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,868 | $61,058+237.2% | $71,209+189.1% | $85,563+140.6% |
| Participation rate | 77.0% | 58.6%+18.4pp | 73.8%+3.2pp | 66.0%+11.0pp |
| Annual return | 17.13% | 100.41%-83.3pp | 282.51%-265.4pp | 31.51%-14.4pp |
| Employer contribution / active EE | $2,850 | $2,199+29.6% | $2,721+4.7% | $2,654+7.4% |
| Participant deferral / active EE | $7,344 | $3,173+131.5% | $4,175+75.9% | $4,375+67.9% |
| Admin fee / account holder | -$116 | $855-113.5% | $5,349-102.2% | $834-113.9% |