Filed June 30, 1997
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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 10 · EIN 13-2655998 | Accounting | $100,737 |
Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $95,347 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,545 | $106,028-6.1% | $146,958-32.3% | $77,643+28.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 18.53% | 56.73%-38.2pp | 418.34%-399.8pp | 31.24%-12.7pp |
| Employer contribution / active EE | $3,119 | $4,063-23.2% | $4,933-36.8% | $2,726+14.4% |
| Participant deferral / active EE | $4,343 | $7,990-45.6% | $8,070-46.2% | $4,647-6.5% |
| Admin fee / account holder | $322 | $337-4.6% | $12,998-97.5% | $430-25.2% |