Filed August 22, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $4,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,133 | $60,795+26.9% | $69,455+11.1% | $65,185+18.3% |
| Participation rate | 67.3% | 74.9%-7.5pp | 74.6%-7.3pp | 70.2%-2.9pp |
| Annual return | 18.01% | 17.46%+0.5pp | 28.97%-11.0pp | 29.38%-11.4pp |
| Employer contribution / active EE | $3,708 | $2,452+51.2% | $2,779+33.4% | $2,177+70.4% |
| Participant deferral / active EE | $2,787 | $3,162-11.8% | $3,535-21.2% | $3,514-20.7% |
| Admin fee / account holder | $17 | $314-94.7% | $3,839-99.6% | $847-98.0% |