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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $31,488 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,315 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $109,844 | $71,192+54.3% | $117,854-6.8% | $62,292+76.3% |
| Participation rate | 88.1% | 74.2%+13.9pp | 79.7%+8.5pp | 69.5%+18.6pp |
| Annual return | 18.40% | 18.66%-0.3pp | 335.08%-316.7pp | 28.90%-10.5pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,645 | $3,189+139.7% | $4,482+70.6% | $3,169+141.2% |
| Admin fee / account holder | $122 | $587-79.2% | $8,020-98.5% | $479-74.6% |