Filed June 7, 2001
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 4-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 OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $80,561 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,269 |
Form 5500 reported that benefits due were not provided when due.
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 | $89,149 | $65,118+36.9% | $76,768+16.1% | $55,725+60.0% |
| Participation rate | 96.0% | 79.6%+16.4pp | 77.0%+19.1pp | 70.9%+25.2pp |
| Annual return | 13.12% | -1.27%+14.4pp | 2.43%+10.7pp | 244.93%-231.8pp |
| Employer contribution / active EE | $2,975 | $1,941+53.3% | $2,485+19.7% | $2,078+43.2% |
| Participant deferral / active EE | $5,042 | $3,688+36.7% | $3,852+30.9% | $3,356+50.3% |
| Admin fee / account holder | $60 | $116-48.6% | $6,675-99.1% | $115-48.3% |