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 27 · EIN 26-4310632 | Advisory (Plan) | $19,000 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,384 | $55,415+10.8% | $155,509-60.5% | $74,495-17.6% |
| Participation rate | 63.7% | 61.9%+1.8pp | 78.2%-14.5pp | 67.2%-3.5pp |
| Annual return | 12.39% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,604 | $2,267-29.2% | $4,672-65.7% | $2,623-38.8% |
| Participant deferral / active EE | $3,659 | $2,836+29.0% | $5,626-35.0% | $4,346-15.8% |
| Admin fee / account holder | $325 | $1,738-81.3% | $15,912-98.0% | $1,942-83.2% |