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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OP Service code 16 1300 THAMES STREET · BALTIMORE, MD 21231 | Consulting | $46,448 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $698 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $223,509 | $69,362+222.2% | $101,248+120.8% | $73,488+204.1% |
| Participation rate | 90.8% | 68.4%+22.4pp | 75.8%+15.0pp | 70.7%+20.2pp |
| Annual return | 17.10% | 18.46%-1.4pp | 46.47%-29.4pp | 28.51%-11.4pp |
| Employer contribution / active EE | $2,069 | $2,628-21.3% | $3,660-43.5% | $2,270-8.8% |
| Participant deferral / active EE | $9,134 | $3,300+176.8% | $4,370+109.0% | $3,740+144.3% |
| Admin fee / account holder | $339 | $704-51.8% | $5,945-94.3% | $513-33.9% |