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 Service code 28 · EIN 36-3145972 | Investment Management | $9,797 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,373 | $49,451-8.2% | $79,550-43.0% | $66,914-32.2% |
| Participation rate | 39.4% | 61.3%-21.9pp | 69.5%-30.0pp | 69.8%-30.4pp |
| Annual return | -16.68% | 84.25%-100.9pp | 0.16%-16.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $52 | $1,266-95.9% | $2,413-97.8% | $2,544-97.9% |
| Participant deferral / active EE | $3,869 | $3,159+22.5% | $3,985-2.9% | $4,237-8.7% |
| Admin fee / account holder | $209 | $595-64.8% | $6,832-96.9% | $593-64.7% |