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 BANKING OPERA Service code 26 · EIN 26-4310632 | Advisory (Participants) | $28,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,392 | $89,355-3.3% | $141,162-38.8% | $72,985+18.4% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 26.16% | 111.85%-85.7pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $3,480 | $3,114+11.7% | $4,735-26.5% | $2,440+42.6% |
| Participant deferral / active EE | $9,048 | $5,418+67.0% | $6,709+34.9% | $3,607+150.8% |
| Admin fee / account holder | $369 | $5,958-93.8% | $10,261-96.4% | $5,124-92.8% |