Filed October 6, 2009 (most recent of 2 filings on file)
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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,148 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $12,883 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,316 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,658 | $50,815-61.3% | $155,509-87.4% | $77,643-74.7% |
| Participation rate | 78.4% | 63.1%+15.3pp | 78.2%+0.2pp | 70.6%+7.8pp |
| Annual return | 13.40% | 34.80%-21.4pp | 64.67%-51.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $893 | $1,993-55.2% | $4,672-80.9% | $2,726-67.2% |
| Participant deferral / active EE | $1,743 | $2,822-38.2% | $5,626-69.0% | $4,647-62.5% |
| Admin fee / account holder | $113 | $437-74.0% | $15,912-99.3% | $430-73.7% |