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 Service code 27 · EIN 26-4310632 | Advisory (Plan) | $34,629 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $13,531 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $177,088 | $76,000+133.0% | $154,107+14.9% | $64,186+175.9% |
| Participation rate | 97.8% | 70.4%+27.3pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | -5.46% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $16,429 | $3,351+390.3% | $5,298+210.1% | $2,381+590.1% |
| Participant deferral / active EE | $6,043 | $3,175+90.3% | $5,081+19.0% | $3,470+74.2% |
| Admin fee / account holder | $438 | $5,596-92.2% | $13,411-96.7% | $4,888-91.0% |