Filed November 9, 2005
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 BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $94,800 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $70,402 |
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 | $109,093 | $41,467+163.1% | $67,313+62.1% | $55,725+95.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -2.41% | 0.82%-3.2pp | -4.08%+1.7pp | 244.93%-247.3pp |
| Employer contribution / active EE | $4,970 | $1,316+277.5% | $2,566+93.7% | $2,078+139.1% |
| Participant deferral / active EE | $5,287 | $2,399+120.4% | $3,568+48.2% | $3,356+57.6% |
| Admin fee / account holder | $241 | $102+136.1% | $4,507-94.7% | $115+109.2% |