Filed August 29, 2006
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 27 · EIN 20-8764829 2211 YORK RD ST · OAK BROOK, IL 60523 | Advisory (Plan) | $126,413 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,147 | $91,762+80.0% | $67,502+144.7% | $77,643+112.7% |
| Participation rate | 98.6% | 75.9%+22.7pp | 72.9%+25.7pp | 70.6%+28.0pp |
| Annual return | 8.87% | 14.87%-6.0pp | 3512.12%-3503.3pp | 31.24%-22.4pp |
| Employer contribution / active EE | $17,498 | $3,181+450.1% | $2,731+540.7% | $2,726+541.9% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $93 | $176-47.4% | $3,998-97.7% | $430-78.5% |