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 GLOBAL BANKING OPER Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Participants) | $123,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,577 |
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 | $101,809 | $78,419+29.8% | $133,956-24.0% | $73,409+38.7% |
| Participation rate | 95.2% | 78.6%+16.6pp | 79.8%+15.3pp | 72.2%+23.0pp |
| Annual return | 16.64% | 33.35%-16.7pp | 45.09%-28.5pp | 59.29%-42.7pp |
| Employer contribution / active EE | $2,146 | $2,044+5.0% | $3,919-45.2% | $2,234-3.9% |
| Participant deferral / active EE | $7,940 | $3,925+102.3% | $5,048+57.3% | $3,805+108.6% |
| Admin fee / account holder | $170 | $161+5.3% | $8,927-98.1% | $158+7.6% |