Filed June 19, 2019
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 9-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 37 · EIN 04-2647786 | Loan Processing | $55,377 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $37,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,656 | $80,005-21.7% | $140,016-55.3% | $55,725+12.4% |
| Participation rate | 95.9% | 87.0%+8.9pp | 87.5%+8.4pp | 70.9%+25.1pp |
| Annual return | -3.81% | 0.46%-4.3pp | 651.12%-654.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,846 | $3,403-16.3% | $5,606-49.2% | $2,078+37.0% |
| Participant deferral / active EE | $7,034 | $5,264+33.6% | $6,927+1.5% | $3,356+109.6% |
| Admin fee / account holder | $115 | $116-0.9% | $10,705-98.9% | $115-0.5% |