Filed March 4, 1999
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 GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $141,075 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,991 | $108,549+45.5% | $156,263+1.1% | $85,563+84.6% |
| Participation rate | 99.3% | 77.1%+22.2pp | 78.9%+20.4pp | 66.0%+33.3pp |
| Annual return | 18.43% | 21.79%-3.4pp | 59.47%-41.0pp | 31.51%-13.1pp |
| Employer contribution / active EE | $2,660 | $2,690-1.1% | $4,333-38.6% | $2,654+0.2% |
| Participant deferral / active EE | $10,299 | $4,800+114.6% | $6,158+67.2% | $4,375+135.4% |
| Admin fee / account holder | $364 | $650-44.0% | $14,255-97.4% | $834-56.3% |