Filed November 15, 1998
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,112 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $45,812 |
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 | $37,863 | $62,543-39.5% | $83,333-54.6% | $55,725-32.1% |
| Participation rate | 96.6% | 78.4%+18.2pp | 77.8%+18.9pp | 70.9%+25.8pp |
| Annual return | -5.19% | 14.85%-20.0pp | 10.63%-15.8pp | 244.93%-250.1pp |
| Employer contribution / active EE | $783 | $2,427-67.7% | $3,379-76.8% | $2,078-62.3% |
| Participant deferral / active EE | $4,085 | $5,682-28.1% | $5,565-26.6% | $3,356+21.7% |
| Admin fee / account holder | $147 | $103+42.6% | $7,510-98.0% | $115+27.7% |