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 GLOBAL BANKING OPERA Service code 70 · EIN 26-4310632 | Consulting Fees | $58,812 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $27,734 |
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 | $79,951 | $69,305+15.4% | $82,313-2.9% | $69,631+14.8% |
| Participation rate | 95.6% | 80.3%+15.3pp | 76.9%+18.7pp | 70.7%+24.9pp |
| Annual return | 14.77% | 21.47%-6.7pp | 25.88%-11.1pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $3,400 | $1,887+80.2% | $2,428+40.0% | $2,032+67.3% |
| Participant deferral / active EE | $4,392 | $3,568+23.1% | $3,706+18.5% | $3,224+36.2% |
| Admin fee / account holder | $236 | $97+143.4% | $5,608-95.8% | $110+114.1% |