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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.
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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 & CO., Service code 27 · EIN 20-8764829 | Advisory (Plan) | $25,365 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,688 |
Filed as: KAHN, LITWIN, RENZA & CO., LTD. Service code 10 · EIN 05-0409384 | Accounting | $14,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,146 | $47,898+169.6% | $117,472+9.9% | $64,808+99.3% |
| Participation rate | 33.8% | 61.9%-28.1pp | 70.6%-36.8pp | 71.5%-37.6pp |
| Annual return | -20.51% | -15.54%-5.0pp | 29.74%-50.3pp | 32.82%-53.3pp |
| Employer contribution / active EE | $1,028 | $1,774-42.1% | $4,176-75.4% | $2,506-59.0% |
| Participant deferral / active EE | $2,266 | $3,151-28.1% | $4,070-44.3% | $4,310-47.4% |
| Admin fee / account holder | $17 | $132-87.2% | $5,645-99.7% | $188-91.0% |