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 Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,077 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,571 | $52,953-53.6% | $172,739-85.8% | $65,185-62.3% |
| Participation rate | 52.7% | 66.2%-13.5pp | 82.6%-30.0pp | 70.2%-17.5pp |
| Annual return | 18.14% | 30.12%-12.0pp | 802.84%-784.7pp | 29.38%-11.2pp |
| Employer contribution / active EE | $949 | $2,190-56.7% | $5,143-81.5% | $2,177-56.4% |
| Participant deferral / active EE | $1,012 | $2,471-59.0% | $5,198-80.5% | $3,514-71.2% |
| Admin fee / account holder | $56 | $472-88.1% | $13,954-99.6% | $847-93.4% |