Filed October 15, 2008
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 37 · EIN 04-2647786 | Loan Processing | $46,975 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $17,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,070 |
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 | $165,438 | $66,124+150.2% | $90,404+83.0% | $73,488+125.1% |
| Participation rate | 91.6% | 69.7%+21.9pp | 72.7%+18.9pp | 70.7%+20.9pp |
| Annual return | 15.97% | 17.65%-1.7pp | 1293.02%-1277.0pp | 28.51%-12.5pp |
| Employer contribution / active EE | $3,731 | $2,346+59.0% | $3,262+14.4% | $2,270+64.4% |
| Participant deferral / active EE | $9,288 | $3,039+205.6% | $3,963+134.4% | $3,740+148.4% |
| Admin fee / account holder | $242 | $396-38.8% | $5,611-95.7% | $513-52.8% |