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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.
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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 27 · EIN 13-2919773 | Advisory (Plan) | $58,871 |
LT TRUST COMPANY1 year Filed as: MG TRUST Service code 19 · EIN 01-0609808 | Securities Custodian | $7,998 |
Filed as: DYNAMIC PENSION SERVICES INC Service code 15 · EIN 31-1585572 | Recordkeeping | $6,598 |
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 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 | $66,012 | $55,453+19.0% | $170,442-61.3% | $62,292+6.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.85% | 21.38%-6.5pp | 205.93%-191.1pp | 28.90%-14.0pp |
| Employer contribution / active EE | $4,068 | $2,164+88.0% | $5,433-25.1% | $2,042+99.2% |
| Participant deferral / active EE | $2,839 | $2,303+23.3% | $4,939-42.5% | $3,169-10.4% |
| Admin fee / account holder | $303 | $455-33.5% | $13,880-97.8% | $479-36.9% |