Filed March 25, 2008
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 STE 600 · BEVERLY HILLS, CA 90212 | Advisory (Plan) | $12,003 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $11,019 |
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 | $112,124 | $60,795+84.4% | $69,455+61.4% | $65,185+72.0% |
| Participation rate | 96.2% | 74.9%+21.3pp | 74.6%+21.6pp | 70.2%+26.0pp |
| Annual return | 20.33% | 17.46%+2.9pp | 28.97%-8.6pp | 29.38%-9.1pp |
| Employer contribution / active EE | $4,737 | $2,452+93.2% | $2,779+70.5% | $2,177+117.6% |
| Participant deferral / active EE | $5,920 | $3,162+87.2% | $3,535+67.5% | $3,514+68.5% |
| Admin fee / account holder | $82 | $314-73.9% | $3,839-97.9% | $847-90.3% |