Filed July 24, 2013
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 Service code 13 · EIN 20-8764829 | Contract Administrator | $19,875 |
Filed as: MORGAN STANLEY ADVISORY FEE BILLIN Service code 27 · EIN 26-4310632 | Advisory (Plan) | $11,250 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 23-2708607 | Accounting | $9,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,971 |
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 | $89,907 | $62,267+44.4% | $110,238-18.4% | $55,725+61.3% |
| Participation rate | 95.9% | 78.1%+17.7pp | 79.8%+16.0pp | 70.9%+25.0pp |
| Annual return | -5.05% | -1.07%-4.0pp | 314.74%-319.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,935 | $1,941-0.3% | $3,826-49.4% | $2,078-6.9% |
| Participant deferral / active EE | $4,763 | $3,516+35.5% | $4,672+1.9% | $3,356+41.9% |
| Admin fee / account holder | $74 | $121-38.4% | $8,547-99.1% | $115-35.4% |