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 | $53,674 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4610632 | Advisory (Plan) | $45,499 |
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 | $46,423 | $69,231-32.9% | $91,989-49.5% | $67,579-31.3% |
| Participation rate | 95.3% | 78.9%+16.4pp | 78.6%+16.7pp | 71.3%+24.0pp |
| Annual return | 23.81% | 32.03%-8.2pp | 69.02%-45.2pp | 378.56%-354.7pp |
| Employer contribution / active EE | $860 | $2,284-62.4% | $3,452-75.1% | $2,148-60.0% |
| Participant deferral / active EE | $4,743 | $5,854-19.0% | $5,923-19.9% | $3,539+34.0% |
| Admin fee / account holder | $134 | $107+24.9% | $7,743-98.3% | $142-5.7% |