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 STANELY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $114,715 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,205 | $91,372+19.5% | $129,995-16.0% | $74,419+46.7% |
| Participation rate | 98.5% | 77.8%+20.7pp | 78.5%+20.1pp | 70.7%+27.8pp |
| Annual return | 19.86% | 23.21%-3.3pp | -137.18%+157.0pp | 34.38%-14.5pp |
| Employer contribution / active EE | $2,054 | $2,563-19.9% | $4,320-52.5% | $2,637-22.1% |
| Participant deferral / active EE | $7,774 | $4,721+64.7% | $5,820+33.6% | $4,528+71.7% |
| Admin fee / account holder | $288 | $283+1.6% | $10,614-97.3% | $348-17.2% |