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 OPERA Service code 49 · EIN 26-4310844 | Other Services | $5,266 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,420 | $64,909-47.0% | $82,313-58.2% | $62,292-44.7% |
| Participation rate | 51.6% | 74.9%-23.2pp | 76.9%-25.3pp | 69.5%-17.9pp |
| Annual return | 39.27% | 21.18%+18.1pp | 25.88%+13.4pp | 28.90%+10.4pp |
| Employer contribution / active EE | $1,168 | $1,676-30.3% | $2,428-51.9% | $2,042-42.8% |
| Participant deferral / active EE | $2,041 | $3,103-34.2% | $3,706-44.9% | $3,169-35.6% |
| Admin fee / account holder | $17 | $440-96.2% | $5,608-99.7% | $479-96.5% |