Filed August 29, 2018
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 |
|---|---|---|
Service code 99 · EIN 04-2530412 | Other Fees | $144,239 |
Filed as: MORGAN STANLEY GLOBAL BANKING OP Service code 99 · EIN 11-1000111 | Other Fees | $20,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,510 | $102,553+1.9% | $151,611-31.1% | $66,914+56.2% |
| Participation rate | 71.0% | 85.5%-14.5pp | 87.5%-16.5pp | 69.8%+1.2pp |
| Annual return | -9.17% | -10.82%+1.7pp | 3.33%-12.5pp | 1.58%-10.8pp |
| Employer contribution / active EE | $3,093 | $4,180-26.0% | $6,166-49.8% | $2,544+21.6% |
| Participant deferral / active EE | $5,492 | $6,641-17.3% | $8,363-34.3% | $4,237+29.6% |
| Admin fee / account holder | $22 | $630-96.5% | $11,616-99.8% | $593-96.2% |