Filed October 18, 2004
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $47,394 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 22 | Insurance Broker | $27,627 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,275 | $46,173-32.3% | $170,442-81.7% | $69,631-55.1% |
| Participation rate | 94.5% | 63.9%+30.6pp | 83.6%+10.9pp | 70.7%+23.9pp |
| Annual return | 11.74% | 21.62%-9.9pp | 205.93%-194.2pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $1,374 | $1,610-14.7% | $5,433-74.7% | $2,032-32.4% |
| Participant deferral / active EE | $4,708 | $2,080+126.3% | $4,939-4.7% | $3,224+46.1% |
| Admin fee / account holder | $100 | $116-13.4% | $13,880-99.3% | $110-9.1% |