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 8-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 BANKING Service code 99 1300 THAMES STREET WHARF 4TH FLOOR · BALTIMORE, MD 21231 | Other Fees | $23,084 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $19,925 |
Service code 99 675 15TH STREET, SUITE 2900 · DENVER, CO 80202 | Other Fees | $6,762 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,012 | $58,778-43.8% | $129,207-74.5% | $77,643-57.5% |
| Participation rate | 41.8% | 59.2%-17.5pp | 69.6%-27.8pp | 70.6%-28.8pp |
| Annual return | 15.34% | 24.73%-9.4pp | 9417.33%-9402.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $387 | $1,952-80.2% | $4,153-90.7% | $2,726-85.8% |
| Participant deferral / active EE | $2,089 | $3,212-35.0% | $4,168-49.9% | $4,647-55.1% |
| Admin fee / account holder | $167 | $589-71.6% | $7,715-97.8% | $430-61.1% |