Filed July 21, 2020
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 8-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 Service code 26 ONE PENN PLAZA · NEW YORK, NY 10119 | Advisory (Participants) | $5,615 |
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 | $39,780 | $66,813-40.5% | $100,516-60.4% | $73,488-45.9% |
| Participation rate | 99.2% | 77.5%+21.7pp | 79.4%+19.8pp | 70.7%+28.5pp |
| Annual return | 34.21% | 25.70%+8.5pp | 30.89%+3.3pp | 28.51%+5.7pp |
| Employer contribution / active EE | $3,445 | $2,147+60.5% | $3,418+0.8% | $2,270+51.7% |
| Participant deferral / active EE | $6,893 | $5,883+17.2% | $6,270+9.9% | $3,740+84.3% |
| Admin fee / account holder | $120 | $512-76.5% | $8,081-98.5% | $513-76.6% |