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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 800 EAST 96 STREET · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $5,817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,844 | $58,726-66.2% | $92,233-78.5% | $62,292-68.1% |
| Participation rate | 68.2% | 68.3%-0.1pp | 76.5%-8.2pp | 69.5%-1.3pp |
| Annual return | 23.54% | 43.62%-20.1pp | 176.28%-152.7pp | 28.90%-5.4pp |
| Employer contribution / active EE | $388 | $2,392-83.8% | $3,679-89.5% | $2,042-81.0% |
| Participant deferral / active EE | $2,550 | $2,766-7.8% | $3,897-34.6% | $3,169-19.5% |
| Admin fee / account holder | $117 | $556-79.0% | $5,194-97.7% | $479-75.6% |