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 BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $29,006 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,602 |
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 | $87,781 | $80,968+8.4% | $96,544-9.1% | $75,163+16.8% |
| Participation rate | 90.6% | 71.8%+18.9pp | 76.0%+14.7pp | 67.2%+23.4pp |
| Annual return | 13.95% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,595 | $2,282-30.1% | $2,965-46.2% | $2,670-40.3% |
| Participant deferral / active EE | $8,763 | $3,928+123.1% | $4,851+80.7% | $4,125+112.4% |
| Admin fee / account holder | $233 | $6,724-96.5% | $8,252-97.2% | $5,651-95.9% |