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 OPER Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $22,689 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,025 |
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 | $47,576 | $70,908-32.9% | $98,907-51.9% | $73,488-35.3% |
| Participation rate | 98.7% | 73.8%+25.0pp | 76.0%+22.7pp | 70.7%+28.0pp |
| Annual return | 15.04% | 34.17%-19.1pp | 196.43%-181.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $7,232 | $2,036+255.1% | $2,689+168.9% | $2,270+218.6% |
| Participant deferral / active EE | $3,873 | $3,500+10.7% | $4,244-8.8% | $3,740+3.6% |
| Admin fee / account holder | $41 | $535-92.3% | $6,642-99.4% | $513-91.9% |