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: MORGAN STANLEY GLOBAL BANKING OP Service code 16 1300 THAMES STREET · BALTIMORE, MD 21231 | Consulting | $35,000 |
JUDELSON, GIORDANO & SIEGEL, PC3 years Service code 10 633 ROUTE 211 EAST · MIDDLETOWN, NY 10941 | Accounting | $9,600 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,143 |
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 | $117,387 | $78,419+49.7% | $133,956-12.4% | $73,409+59.9% |
| Participation rate | 94.3% | 78.6%+15.7pp | 79.8%+14.5pp | 72.2%+22.1pp |
| Annual return | 14.57% | 33.35%-18.8pp | 45.09%-30.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,645 | $2,044-19.5% | $3,919-58.0% | $2,234-26.4% |
| Participant deferral / active EE | $2,970 | $3,925-24.3% | $5,048-41.2% | $3,805-22.0% |
| Admin fee / account holder | $149 | $161-7.3% | $8,927-98.3% | $158-5.3% |