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 8-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 13 · EIN 42-0127290 | Contract Administrator | $46,639 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $13,879 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,147 | $117,025-88.8% | $91,541-85.6% | $85,563-84.6% |
| Participation rate | 97.0% | 64.2%+32.8pp | 69.8%+27.2pp | 66.0%+31.0pp |
| Annual return | 10.36% | 18.02%-7.7pp | 20.50%-10.1pp | 31.51%-21.1pp |
| Employer contribution / active EE | $1,424 | $2,120-32.9% | $2,505-43.2% | $2,654-46.3% |
| Participant deferral / active EE | $3,245 | $3,446-5.8% | $4,008-19.0% | $4,375-25.8% |
| Admin fee / account holder | $117 | $1,242-90.6% | $6,956-98.3% | $834-86.0% |