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 Service code 27 · EIN 26-4310632 | Advisory (Plan) | $47,468 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,122 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,644 | $88,515-27.0% | $162,163-60.1% | $67,579-4.3% |
| Participation rate | 82.6% | 86.8%-4.2pp | 87.6%-5.0pp | 71.3%+11.3pp |
| Annual return | 29.53% | 27.04%+2.5pp | 115.59%-86.1pp | 378.56%-349.0pp |
| Employer contribution / active EE | $2,027 | $3,563-43.1% | $5,614-63.9% | $2,148-5.6% |
| Participant deferral / active EE | $2,994 | $5,724-47.7% | $7,298-59.0% | $3,539-15.4% |
| Admin fee / account holder | $133 | $124+7.6% | $10,843-98.8% | $142-6.5% |