Filed December 2, 2011
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $23,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,331 |
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 | $55,205 | $59,186-6.7% | $76,768-28.1% | $56,287-1.9% |
| Participation rate | 96.1% | 75.2%+20.9pp | 77.0%+19.1pp | 69.9%+26.2pp |
| Annual return | -5.37% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,663 | $1,759-5.4% | $2,485-33.1% | $2,111-21.2% |
| Participant deferral / active EE | $7,148 | $3,255+119.6% | $3,852+85.6% | $3,350+113.4% |
| Admin fee / account holder | $158 | $489-67.7% | $6,675-97.6% | $521-69.7% |