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) | $38,290 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,502 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,129 | $79,171+32.8% | $102,423+2.6% | $74,495+41.1% |
| Participation rate | 79.9% | 74.8%+5.1pp | 76.5%+3.4pp | 67.2%+12.7pp |
| Annual return | 23.36% | 54.93%-31.6pp | 29.32%-6.0pp | 1364.94%-1341.6pp |
| Employer contribution / active EE | $2,452 | $2,362+3.8% | $3,023-18.9% | $2,623-6.5% |
| Participant deferral / active EE | $9,005 | $4,415+104.0% | $5,053+78.2% | $4,346+107.2% |
| Admin fee / account holder | $443 | $2,001-77.9% | $9,451-95.3% | $1,942-77.2% |