Filed August 8, 2007 (most recent of 3 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 OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $51,557 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,987 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
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 | $64,273 | $155,795-58.7% | $136,294-52.8% | $69,631-7.7% |
| Participation rate | 82.1% | 75.2%+6.8pp | 81.9%+0.1pp | 70.7%+11.4pp |
| Annual return | 21.47% | 232464.33%-232442.9pp | 5155.94%-5134.5pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $2,117 | $2,991-29.2% | $4,695-54.9% | $2,032+4.2% |
| Participant deferral / active EE | $6,754 | $5,394+25.2% | $6,247+8.1% | $3,224+109.5% |
| Admin fee / account holder | $118 | $128-7.6% | $9,243-98.7% | $110+7.3% |