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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,256 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 | Other Services | $5,159 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,478 | $50,199-79.1% | $70,092-85.1% | $66,914-84.3% |
| Participation rate | 87.6% | 66.3%+21.3pp | 70.5%+17.1pp | 69.8%+17.8pp |
| Annual return | -13.76% | -13.85%+0.1pp | 190.73%-204.5pp | 1.58%-15.3pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,594 | $3,112-16.6% | $3,849-32.6% | $4,237-38.8% |
| Admin fee / account holder | $222 | $600-62.9% | $6,267-96.5% | $593-62.5% |