Filed November 13, 2005
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 27 · EIN 26-4310632 9665 WILSHIRE BLVD, SUITE 600 · BEVERLY HILLS, CA 90212 | Advisory (Plan) | $35,917 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $18,417 |
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 | $101,688 | $55,002+84.9% | $59,878+69.8% | $56,287+80.7% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.7%+24.7pp | 69.9%+29.5pp |
| Annual return | -3.17% | 1.13%-4.3pp | 3.46%-6.6pp | -9.96%+6.8pp |
| Employer contribution / active EE | $5,050 | $2,448+106.3% | $2,722+85.6% | $2,111+139.2% |
| Participant deferral / active EE | $4,060 | $3,121+30.1% | $3,402+19.3% | $3,350+21.2% |
| Admin fee / account holder | $76 | $236-67.9% | $3,590-97.9% | $521-85.5% |