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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,380 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $7,099 |
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 | $113,229 | $49,227+130.0% | $70,449+60.7% | $79,858+41.8% |
| Participation rate | 92.1% | 69.2%+22.9pp | 75.1%+17.1pp | 69.6%+22.5pp |
| Annual return | 35.78% | 30.06%+5.7pp | 109.03%-73.2pp | 31.71%+4.1pp |
| Employer contribution / active EE | $5,211 | $2,099+148.3% | $2,737+90.4% | $2,471+110.9% |
| Participant deferral / active EE | $5,610 | $2,768+102.7% | $3,709+51.3% | $3,740+50.0% |
| Admin fee / account holder | $146 | $2,878-94.9% | $3,845-96.2% | $5,306-97.3% |