Filed August 8, 2007 (most recent of 3 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,975 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $36,029 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $30,280 |
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 | $79,486 | $100,801-21.1% | $149,696-46.9% | $73,409+8.3% |
| Participation rate | 87.5% | 77.7%+9.8pp | 82.5%+5.0pp | 72.2%+15.3pp |
| Annual return | 28.11% | 265.34%-237.2pp | 276.60%-248.5pp | 59.29%-31.2pp |
| Employer contribution / active EE | $2,349 | $3,312-29.1% | $4,644-49.4% | $2,234+5.2% |
| Participant deferral / active EE | $8,266 | $6,404+29.1% | $6,842+20.8% | $3,805+117.2% |
| Admin fee / account holder | $236 | $181+30.7% | $9,309-97.5% | $158+49.7% |