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 Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $40,782 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,337 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,140 | $89,436-17.1% | $164,813-55.0% | $77,643-4.5% |
| Participation rate | 72.1% | 78.6%-6.5pp | 78.6%-6.5pp | 70.6%+1.6pp |
| Annual return | 13.43% | 28.83%-15.4pp | 69.93%-56.5pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,950 | $2,569+14.8% | $4,341-32.0% | $2,726+8.2% |
| Participant deferral / active EE | $6,570 | $4,897+34.2% | $6,031+8.9% | $4,647+41.4% |
| Admin fee / account holder | $231 | $339-32.1% | $12,690-98.2% | $430-46.4% |