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 26 · EIN 26-4310632 | Advisory (Participants) | $14,158 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,413 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
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 | $68,957 | $64,909+6.2% | $82,313-16.2% | $62,292+10.7% |
| Participation rate | 92.8% | 74.9%+17.9pp | 76.9%+15.9pp | 69.5%+23.3pp |
| Annual return | 14.56% | 21.18%-6.6pp | 25.88%-11.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $462 | $1,676-72.4% | $2,428-81.0% | $2,042-77.4% |
| Participant deferral / active EE | $3,376 | $3,103+8.8% | $3,706-8.9% | $3,169+6.5% |
| Admin fee / account holder | $99 | $440-77.4% | $5,608-98.2% | $479-79.3% |