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 GLOBAL BANKING Service code 16 · EIN 20-8764829 | Consulting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$82,359 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,150 | $52,670+194.6% | $90,404+71.6% | $73,409+111.3% |
| Participation rate | 83.8% | 67.7%+16.2pp | 72.7%+11.1pp | 72.2%+11.7pp |
| Annual return | 14.87% | 20.70%-5.8pp | 1293.02%-1278.1pp | 59.29%-44.4pp |
| Employer contribution / active EE | $1,945 | $1,872+3.9% | $3,262-40.4% | $2,234-12.9% |
| Participant deferral / active EE | $5,909 | $2,807+110.5% | $3,963+49.1% | $3,805+55.3% |
| Admin fee / account holder | -$57 | $117-148.4% | $5,611-101.0% | $158-135.8% |