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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $51,016 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,133 | $86,225-14.0% | $146,665-49.5% | $86,799-14.6% |
| Participation rate | 92.8% | 78.0%+14.8pp | 80.1%+12.7pp | 72.3%+20.5pp |
| Annual return | 16.16% | 31.23%-15.1pp | 22.74%-6.6pp | 97.91%-81.7pp |
| Employer contribution / active EE | $1,129 | $2,392-52.8% | $4,136-72.7% | $2,405-53.1% |
| Participant deferral / active EE | $3,428 | $4,245-19.2% | $5,506-37.7% | $4,131-17.0% |
| Admin fee / account holder | $106 | $195-45.9% | $10,280-99.0% | $170-37.7% |