Filed July 13, 2009 (most recent of 4 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 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 16 · EIN 20-8764829 | Consulting | $47,554 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$86,915 |
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 | $117,035 | $43,999+166.0% | $79,464+47.3% | $55,725+110.0% |
| Participation rate | 81.0% | 66.9%+14.1pp | 73.3%+7.7pp | 70.9%+10.2pp |
| Annual return | -5.74% | 1.81%-7.6pp | 718.14%-723.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $4,065 | $1,830+122.2% | $2,800+45.2% | $2,078+95.6% |
| Participant deferral / active EE | $6,387 | $2,538+151.7% | $3,704+72.5% | $3,356+90.4% |
| Admin fee / account holder | -$60 | $118-151.2% | $5,113-101.2% | $115-152.3% |