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 BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $38,451 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,683 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $25 |
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 | $85,574 | $136,307-37.2% | $177,821-51.9% | $73,488+16.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 19.10% | 18.68%+0.4pp | 48.32%-29.2pp | 28.51%-9.4pp |
| Employer contribution / active EE | $4,297 | $3,712+15.8% | $5,918-27.4% | $2,270+89.3% |
| Participant deferral / active EE | $5,556 | $5,829-4.7% | $7,714-28.0% | $3,740+48.6% |
| Admin fee / account holder | $258 | $596-56.6% | $12,427-97.9% | $513-49.7% |