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 BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $28,795 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,829 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,232 | $65,435+13.4% | $86,677-14.4% | $66,914+10.9% |
| Participation rate | 91.6% | 75.5%+16.1pp | 76.6%+15.0pp | 69.8%+21.8pp |
| Annual return | -13.12% | -10.89%-2.2pp | 35.91%-49.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,488 | $2,153-30.9% | $2,836-47.5% | $2,544-41.5% |
| Participant deferral / active EE | $8,067 | $4,100+96.8% | $4,656+73.3% | $4,237+90.4% |
| Admin fee / account holder | $212 | $642-66.9% | $7,493-97.2% | $593-64.2% |