Filed March 16, 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 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 Service code 27 · EIN 24-4310632 | Advisory (Plan) | $39,645 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,321 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,787 | $89,753+166.0% | $107,525+122.1% | $84,808+181.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.64% | 29.48%-12.8pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,279 | $3,113+101.7% | $3,754+67.3% | $2,631+138.7% |
| Participant deferral / active EE | $14,199 | $4,056+250.1% | $5,116+177.6% | $4,212+237.1% |
| Admin fee / account holder | $448 | $7,222-93.8% | $8,919-95.0% | $7,344-93.9% |