Filed February 20, 2026 (most recent of 2 filings on file)
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 16 · EIN 26-4310632 | Consulting | $18,304 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,455 |
Filed as: MORGAN STANLEY SMITH BARNE Service code 16 | Consulting | $11,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,439 | $37,196+78.6% | $154,107-56.9% | $55,725+19.2% |
| Participation rate | 43.5% | 64.1%-20.6pp | 83.0%-39.5pp | 70.9%-27.4pp |
| Annual return | 8.70% | 1319.68%-1311.0pp | 735.12%-726.4pp | 244.93%-236.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,157 | $2,068+4.3% | $5,081-57.6% | $3,356-35.7% |
| Admin fee / account holder | $92 | $102-9.4% | $13,411-99.3% | $115-20.1% |