Filed March 10, 2010
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 OPE Service code 27 1300 THAMES STREET WHARF, · BALTIMORE, MD 212319907 | Advisory (Plan) | $93,750 |
MELTON & MELTON LLP2 years Service code 10 · EIN 74-1550819 | Accounting | $19,213 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$107,581 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,527 | $94,621+77.1% | $138,135+21.3% | $73,409+128.2% |
| Participation rate | 99.8% | 83.4%+16.4pp | 78.7%+21.1pp | 72.2%+27.7pp |
| Annual return | 16.36% | 16.57%-0.2pp | 20.51%-4.2pp | 59.29%-42.9pp |
| Employer contribution / active EE | $13,010 | $4,410+195.0% | $5,587+132.9% | $2,234+482.5% |
| Participant deferral / active EE | $11,512 | $6,199+85.7% | $6,431+79.0% | $3,805+202.5% |
| Admin fee / account holder | $5 | $140-96.1% | $11,856-100.0% | $158-96.5% |