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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 2211 YORK RD ST · OAK BROOK, IL 60523 | Advisory (Plan) | $122,810 |
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 | $157,792 | $83,884+88.1% | $64,056+146.3% | $74,419+112.0% |
| Participation rate | 98.2% | 76.6%+21.6pp | 72.3%+25.9pp | 70.7%+27.5pp |
| Annual return | 10.36% | 16.57%-6.2pp | 33.69%-23.3pp | 34.38%-24.0pp |
| Employer contribution / active EE | $19,954 | $3,084+547.1% | $2,747+626.5% | $2,637+656.6% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $90 | $196-54.3% | $3,068-97.1% | $348-74.2% |