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 | $136,289 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $14,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,408 | $106,236-59.1% | $112,228-61.3% | $64,808-33.0% |
| Participation rate | 94.0% | 71.7%+22.3pp | 75.1%+18.9pp | 71.5%+22.5pp |
| Annual return | -15.08% | -6.02%-9.1pp | 27.45%-42.5pp | 32.82%-47.9pp |
| Employer contribution / active EE | $2,684 | $3,166-15.2% | $3,635-26.2% | $2,506+7.1% |
| Participant deferral / active EE | $2,748 | $3,785-27.4% | $4,728-41.9% | $4,310-36.2% |
| Admin fee / account holder | $108 | $452-76.0% | $6,410-98.3% | $188-42.2% |