Filed April 8, 1996
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 9-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 BARNEY5+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $35,102 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $12,695 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,677 | $78,419-16.2% | $133,956-51.0% | $73,409-10.5% |
| Participation rate | 91.5% | 78.6%+12.9pp | 79.8%+11.7pp | 72.2%+19.3pp |
| Annual return | 25.13% | 33.35%-8.2pp | 45.09%-20.0pp | 59.29%-34.2pp |
| Employer contribution / active EE | $976 | $2,044-52.2% | $3,919-75.1% | $2,234-56.3% |
| Participant deferral / active EE | $2,865 | $3,925-27.0% | $5,048-43.2% | $3,805-24.7% |
| Admin fee / account holder | $103 | $161-36.2% | $8,927-98.8% | $158-34.8% |