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 GLOBAL BANKING OPERA Service code 99 · EIN 51-0116113 | Other Fees | $80,869 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $57,924 |
Filed as: MORGAN STANLEY Service code 99 · EIN 11-1000111 | Other Fees | $29,313 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,948 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $195,780 | $99,957+95.9% | $149,696+30.8% | $73,488+166.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 17.94% | 53.87%-35.9pp | 276.60%-258.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $5,870 | $3,191+83.9% | $4,644+26.4% | $2,270+158.6% |
| Participant deferral / active EE | $7,965 | $6,073+31.2% | $6,842+16.4% | $3,740+113.0% |
| Admin fee / account holder | $365 | $551-33.6% | $9,309-96.1% | $513-28.8% |