Filed February 28, 2024
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $72,525 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $64,714 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,590 | $46,292-18.8% | $143,757-73.9% | $64,808-42.0% |
| Participation rate | 98.7% | 64.2%+34.4pp | 80.3%+18.3pp | 71.5%+27.2pp |
| Annual return | -1.53% | -10.05%+8.5pp | -0.04%-1.5pp | 32.82%-34.3pp |
| Employer contribution / active EE | $3,950 | $1,910+106.8% | $4,951-20.2% | $2,506+57.6% |
| Participant deferral / active EE | $12,421 | $2,646+369.5% | $5,637+120.3% | $4,310+188.2% |
| Admin fee / account holder | $236 | $154+53.6% | $14,673-98.4% | $188+25.8% |