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 06-1050034 | Contract Administrator | $34,233 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT, Service code 27 · EIN 11-3658445 | Advisory (Plan) | $25,061 |
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 | $90,941 | $52,208+74.2% | $86,612+5.0% | $74,419+22.2% |
| Participation rate | 96.9% | 66.3%+30.5pp | 71.7%+25.2pp | 70.7%+26.1pp |
| Annual return | 16.35% | 44.46%-28.1pp | 591.07%-574.7pp | 34.38%-18.0pp |
| Employer contribution / active EE | $6,845 | $2,282+200.0% | $3,022+126.5% | $2,637+159.5% |
| Participant deferral / active EE | $7,100 | $3,383+109.9% | $4,438+60.0% | $4,528+56.8% |
| Admin fee / account holder | $111 | $319-65.3% | $5,614-98.0% | $348-68.2% |