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 37 · EIN 04-2647786 | Loan Processing | $60,211 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $23,601 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $8,891 |
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 | $49,722 | $56,152-11.5% | $185,823-73.2% | $73,409-32.3% |
| Participation rate | 74.1% | 67.6%+6.5pp | 78.0%-3.9pp | 72.2%+1.9pp |
| Annual return | 15.83% | 17.59%-1.8pp | 35.95%-20.1pp | 59.29%-43.5pp |
| Employer contribution / active EE | $1,228 | $1,532-19.8% | $4,087-70.0% | $2,234-45.0% |
| Participant deferral / active EE | $4,545 | $3,659+24.2% | $5,632-19.3% | $3,805+19.4% |
| Admin fee / account holder | $242 | $132+83.6% | $9,500-97.4% | $158+53.6% |