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 GLOBAL BANKING OPERA Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $71,633 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,869 |
Annual investment return 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 | $68,744 | $62,543+9.9% | $83,333-17.5% | $55,725+23.4% |
| Participation rate | 97.6% | 78.4%+19.2pp | 77.8%+19.8pp | 70.9%+26.7pp |
| Annual return | -6.52% | 14.85%-21.4pp | 10.63%-17.2pp | 244.93%-251.5pp |
| Employer contribution / active EE | $2,067 | $2,427-14.9% | $3,379-38.8% | $2,078-0.6% |
| Participant deferral / active EE | $7,646 | $5,682+34.6% | $5,565+37.4% | $3,356+127.9% |
| Admin fee / account holder | $49 | $103-53.0% | $7,510-99.4% | $115-57.9% |