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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $44,582 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,556 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,222 | $86,225+34.8% | $146,665-20.8% | $86,799+33.9% |
| Participation rate | 76.2% | 78.0%-1.8pp | 80.1%-3.9pp | 72.3%+3.9pp |
| Annual return | 59.60% | 31.23%+28.4pp | 22.74%+36.9pp | 97.91%-38.3pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,136-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,291 | $4,245+48.2% | $5,506+14.3% | $4,131+52.3% |
| Admin fee / account holder | $56 | $195-71.1% | $10,280-99.5% | $170-66.7% |