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 SB LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $101,335 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,175 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,384 | $62,624+111.4% | $177,989-25.6% | $77,643+70.5% |
| Participation rate | 97.2% | 66.8%+30.3pp | 77.1%+20.1pp | 70.6%+26.6pp |
| Annual return | 14.74% | 16.16%-1.4pp | 294.48%-279.7pp | 31.24%-16.5pp |
| Employer contribution / active EE | $4,951 | $1,909+159.4% | $3,949+25.4% | $2,726+81.6% |
| Participant deferral / active EE | $15,199 | $4,219+260.2% | $6,276+142.2% | $4,647+227.1% |
| Admin fee / account holder | $234 | $386-39.4% | $10,363-97.7% | $430-45.6% |