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 9-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 16 · EIN 24-4310632 | Consulting | $33,930 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,942 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,720 | $87,870+28.3% | $113,168-0.4% | $74,304+51.7% |
| Participation rate | 75.0% | 70.7%+4.3pp | 76.6%-1.6pp | 60.3%+14.7pp |
| Annual return | 14.36% | 26.44%-12.1pp | 24.27%-9.9pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,352 | $2,277-40.6% | $2,975-54.6% | $2,241-39.7% |
| Participant deferral / active EE | $4,861 | $4,241+14.6% | $5,107-4.8% | $3,767+29.0% |
| Admin fee / account holder | $385 | $3,368-88.6% | $12,068-96.8% | $2,969-87.0% |