Filed May 29, 2015 (most recent of 6 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 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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 1 NEW YORK PLZ FL 12 · NEW YORK, NY 100041901 | Other Services | $34,992 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $17,681 |
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 | $66,792 | $70,667-5.5% | $123,104-45.7% | $52,331+27.6% |
| Participation rate | 99.2% | 83.7%+15.5pp | 86.8%+12.5pp | 68.1%+31.1pp |
| Annual return | 0.99% | 6.23%-5.2pp | 13.22%-12.2pp | 4.54%-3.5pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,791 | $4,493-15.6% | $6,230-39.1% | $3,022+25.4% |
| Admin fee / account holder | $102 | $506-79.8% | $9,015-98.9% | $592-82.7% |