Filed October 15, 2001 (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 BARNEY6+ years Service code 26 · EIN 26-4310632 | Advisory (Participants) | $43,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,404 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,613 | $73,638+13.5% | $95,952-12.9% | $73,488+13.8% |
| Participation rate | 93.9% | 76.2%+17.7pp | 77.1%+16.8pp | 70.7%+23.2pp |
| Annual return | 13.92% | 16.78%-2.9pp | 91.61%-77.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $3,309 | $1,863+77.6% | $2,541+30.2% | $2,270+45.7% |
| Participant deferral / active EE | $7,342 | $3,617+103.0% | $4,167+76.2% | $3,740+96.3% |
| Admin fee / account holder | $146 | $482-69.7% | $6,795-97.8% | $513-71.5% |