Filed October 27, 1992 (most recent of 2 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 BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310844 2000 WESTCHESTER AVE · PURCHASE, NY 10577 | Advisory (Participants) | $17,890 |
Service code 15 · EIN 52-2136664 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $16,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,639 | $77,813+12.6% | $123,544-29.1% | $64,186+36.5% |
| Participation rate | 89.8% | 74.7%+15.1pp | 82.3%+7.5pp | 69.6%+20.2pp |
| Annual return | -1.36% | 12.48%-13.8pp | 119.20%-120.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,188 | $5,240+94.4% | $6,426+58.6% | $3,470+193.6% |
| Admin fee / account holder | $276 | $5,519-95.0% | $9,284-97.0% | $4,888-94.4% |