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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,067 |
Filed as: MORGAN STANLEY INS SERVICES, INC. Service code 49 | Other Services | $1,012 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $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 | $25,478 | $52,953-51.9% | $172,739-85.3% | $65,185-60.9% |
| Participation rate | 71.8% | 66.2%+5.7pp | 82.6%-10.8pp | 70.2%+1.6pp |
| Annual return | 27.06% | 30.12%-3.1pp | 802.84%-775.8pp | 29.38%-2.3pp |
| Employer contribution / active EE | $795 | $2,190-63.7% | $5,143-84.5% | $2,177-63.5% |
| Participant deferral / active EE | $2,258 | $2,471-8.6% | $5,198-56.5% | $3,514-35.7% |
| Admin fee / account holder | $283 | $472-40.0% | $13,954-98.0% | $847-66.6% |