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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $24,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,396 |
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 | $76,477 | $73,638+3.9% | $95,952-20.3% | $73,488+4.1% |
| Participation rate | 92.2% | 76.2%+16.1pp | 77.1%+15.2pp | 70.7%+21.6pp |
| Annual return | 12.04% | 16.78%-4.7pp | 91.61%-79.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,538 | $1,863-17.4% | $2,541-39.5% | $2,270-32.2% |
| Participant deferral / active EE | $7,138 | $3,617+97.4% | $4,167+71.3% | $3,740+90.9% |
| Admin fee / account holder | $170 | $482-64.8% | $6,795-97.5% | $513-66.9% |