Filed January 28, 2006 (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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $178,369 |
BLACK CREEK DPF1 year Service code 49 · EIN 61-1577639 | Other Services | $0 |
BLACKSTONE2 years Filed as: BLACKSTONE REIT Service code 49 · EIN 81-0696966 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY BANK N.A. Service code 33 · EIN 36-3707380 | Securities brokerage; Other commissio... | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY PRIVATE BANK Service code 33 · EIN 22-3458456 | Other commissions; Other services; Se... | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -5.81% | -1.56%-4.2pp | -2.18%-3.6pp | 10.56%-16.4pp |
| Employer contribution / active EE | $0 | $15,244-100.0% | $38,751-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |