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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.
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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) | $35,333 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $11,849 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,056 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,162 | $63,299+55.1% | $91,001+7.9% | $62,292+57.6% |
| Participation rate | 97.9% | 73.3%+24.6pp | 75.6%+22.3pp | 69.5%+28.4pp |
| Annual return | 16.68% | 20.99%-4.3pp | 4.60%+12.1pp | 28.90%-12.2pp |
| Employer contribution / active EE | $3 | $1,807-99.8% | $2,456-99.9% | $2,042-99.9% |
| Participant deferral / active EE | $3,969 | $2,943+34.9% | $3,547+11.9% | $3,169+25.2% |
| Admin fee / account holder | $225 | $468-51.9% | $5,417-95.8% | $479-53.1% |