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.
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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 OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $36,945 |
ADMIN3163 years Service code 14 · EIN 81-0759783 | Plan Administrator | $35,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,047 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $88,378 | $58,879+50.1% | $178,490-50.5% | $73,488+20.3% |
| Participation rate | 84.1% | 66.2%+17.9pp | 81.9%+2.2pp | 70.7%+13.4pp |
| Annual return | 10.62% | 24.86%-14.2pp | 151.07%-140.5pp | 28.51%-17.9pp |
| Employer contribution / active EE | $3,060 | $2,236+36.9% | $5,011-38.9% | $2,270+34.8% |
| Participant deferral / active EE | $2,496 | $2,567-2.8% | $5,202-52.0% | $3,740-33.2% |
| Admin fee / account holder | $597 | $400+49.1% | $13,984-95.7% | $513+16.3% |