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 99 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Fees | $28,741 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $9,403 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $114,020 | $72,277+57.8% | $101,248+12.6% | $79,858+42.8% |
| Participation rate | 83.8% | 68.5%+15.3pp | 75.8%+8.0pp | 69.6%+14.2pp |
| Annual return | 13.18% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $8,301 | $2,692+208.4% | $3,660+126.8% | $2,471+236.0% |
| Participant deferral / active EE | $11,648 | $3,282+255.0% | $4,370+166.5% | $3,740+211.4% |
| Admin fee / account holder | $28 | $4,400-99.4% | $5,945-99.5% | $5,306-99.5% |