See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LC MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $9,390 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,709 | $50,956+29.0% | $96,562-32.0% | $86,799-24.3% |
| Participation rate | 7.4% | 65.2%-57.8pp | 69.8%-62.4pp | 72.3%-64.8pp |
| Annual return | 15.65% | 21.27%-5.6pp | 37.78%-22.1pp | 97.91%-82.3pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $229 | $2,954-92.2% | $3,849-94.0% | $4,131-94.5% |
| Admin fee / account holder | $159 | $166-4.0% | $6,181-97.4% | $170-6.0% |