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 28 2100 GEORGETOWN DR · SEWICKLEY, PA 15143 | Investment Management | $531,714 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $412,797 | $108,719+279.7% | $101,326+307.4% | $85,563+382.4% |
| Participation rate | 94.6% | 80.9%+13.7pp | 81.5%+13.1pp | 66.0%+28.6pp |
| Annual return | 76.69% | 20.95%+55.7pp | 36.82%+39.9pp | 31.51%+45.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $3,665-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $8,545-100.0% | $7,994-100.0% | $4,375-100.0% |
| Admin fee / account holder | $880 | $685+28.6% | $11,185-92.1% | $834+5.5% |