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 | $57,658 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $45,721 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,966 | $78,781-30.2% | $100,516-45.3% | $73,409-25.1% |
| Participation rate | 95.0% | 80.0%+15.0pp | 79.4%+15.6pp | 72.2%+22.9pp |
| Annual return | 11.96% | 31.69%-19.7pp | 30.89%-18.9pp | 59.29%-47.3pp |
| Employer contribution / active EE | $933 | $2,420-61.4% | $3,418-72.7% | $2,234-58.2% |
| Participant deferral / active EE | $5,118 | $6,537-21.7% | $6,270-18.4% | $3,805+34.5% |
| Admin fee / account holder | $161 | $145+11.0% | $8,081-98.0% | $158+2.2% |