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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Finders' f... | $75,997 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $65,607 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $148,864 | $80,005+86.1% | $140,016+6.3% | $55,725+167.1% |
| Participation rate | 98.6% | 87.0%+11.6pp | 87.5%+11.1pp | 70.9%+27.7pp |
| Annual return | -5.23% | 0.46%-5.7pp | 651.12%-656.3pp | 244.93%-250.2pp |
| Employer contribution / active EE | $9,392 | $3,403+176.0% | $5,606+67.5% | $2,078+351.9% |
| Participant deferral / active EE | $14,031 | $5,264+166.5% | $6,927+102.5% | $3,356+318.1% |
| Admin fee / account holder | $335 | $116+189.4% | $10,705-96.9% | $115+190.6% |