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) | $36,650 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,026 |
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 | $237,027 | $91,190+159.9% | $178,490+32.8% | $79,858+196.8% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.3pp |
| Annual return | 15.06% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $9,428 | $3,256+189.6% | $5,011+88.2% | $2,471+281.6% |
| Participant deferral / active EE | $6,490 | $3,236+100.6% | $5,202+24.8% | $3,740+73.5% |
| Admin fee / account holder | $420 | $6,751-93.8% | $13,984-97.0% | $5,306-92.1% |