Filed March 20, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping fees; Fi... | $80,344 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 16 · EIN 26-4310632 | Consulting | $42,749 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,872 | $50,127-24.4% | $149,673-74.7% | $80,160-52.8% |
| Participation rate | 89.5% | 64.3%+25.2pp | 78.8%+10.7pp | 72.9%+16.6pp |
| Annual return | 15.11% | 29.82%-14.7pp | 134.42%-119.3pp | 40.38%-25.3pp |
| Employer contribution / active EE | $3,563 | $1,865+91.1% | $4,818-26.0% | $2,978+19.6% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $118 | $153-22.5% | $13,210-99.1% | $145-18.4% |