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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,270 | $100,923+306.5% | $150,045+173.4% | $74,304+452.1% |
| Participation rate | 95.4% | 70.1%+25.3pp | 82.3%+13.1pp | 60.3%+35.1pp |
| Annual return | 9.68% | 51.77%-42.1pp | 62.55%-52.9pp | 29.43%-19.7pp |
| Employer contribution / active EE | $10,911 | $3,463+215.0% | $4,693+132.5% | $2,241+386.8% |
| Participant deferral / active EE | $7,335 | $6,709+9.3% | $7,997-8.3% | $3,767+94.7% |
| Admin fee / account holder | $524 | $2,767-81.1% | $13,435-96.1% | $2,969-82.4% |