See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $73,151 |
Service code 37 · EIN 04-2647786 | Loan Processing | $64,602 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,191 | $155,795-53.0% | $136,294-46.3% | $69,631+5.1% |
| Participation rate | 95.5% | 75.2%+20.2pp | 81.9%+13.6pp | 70.7%+24.8pp |
| Annual return | 21.49% | 232464.33%-232442.8pp | 5155.94%-5134.4pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $4,106 | $2,991+37.3% | $4,695-12.6% | $2,032+102.1% |
| Participant deferral / active EE | $8,218 | $5,394+52.4% | $6,247+31.5% | $3,224+154.9% |
| Admin fee / account holder | $292 | $128+127.6% | $9,243-96.8% | $110+164.3% |