Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 20-8764829 | Advisory (Plan) | $62,345 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,387 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,270 | $88,360+364.3% | $145,433+182.1% | $67,986+503.5% |
| Participation rate | 95.4% | 65.5%+29.9pp | 82.1%+13.3pp | 57.2%+38.2pp |
| Annual return | 9.68% | 63.15%-53.5pp | 66.58%-56.9pp | 31.67%-22.0pp |
| Employer contribution / active EE | $10,911 | $3,054+257.3% | $4,554+139.6% | $2,019+440.5% |
| Participant deferral / active EE | $7,335 | $5,932+23.7% | $7,897-7.1% | $3,358+118.4% |
| Admin fee / account holder | $524 | $3,313-84.2% | $13,129-96.0% | $3,203-83.7% |