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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $93,163 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,267 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,532 | $119,446-20.9% | $150,045-37.0% | $85,563+10.5% |
| Participation rate | 84.8% | 75.4%+9.3pp | 82.3%+2.5pp | 66.0%+18.8pp |
| Annual return | 18.09% | 23.72%-5.6pp | 62.55%-44.5pp | 31.51%-13.4pp |
| Employer contribution / active EE | $2,131 | $4,078-47.7% | $4,693-54.6% | $2,654-19.7% |
| Participant deferral / active EE | $10,520 | $7,985+31.8% | $7,997+31.6% | $4,375+140.5% |
| Admin fee / account holder | $232 | $548-57.6% | $13,435-98.3% | $834-72.2% |