Filed April 30, 2025
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 10-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 · EIN 20-8764829 | Advisory (Participants) | $81,223 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,052 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,956 | $99,078+9.0% | $96,544+11.8% | $74,419+45.1% |
| Participation rate | 99.7% | 80.7%+19.0pp | 76.0%+23.7pp | 70.7%+29.0pp |
| Annual return | 10.63% | 22.48%-11.9pp | 25.84%-15.2pp | 34.38%-23.8pp |
| Employer contribution / active EE | $4,014 | $2,570+56.2% | $2,965+35.4% | $2,637+52.2% |
| Participant deferral / active EE | $5,032 | $4,933+2.0% | $4,851+3.7% | $4,528+11.1% |
| Admin fee / account holder | $156 | $225-30.6% | $8,252-98.1% | $348-55.2% |