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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,729 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $85,495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,105 | $91,517+5.0% | $101,248-5.1% | $73,409+30.9% |
| Participation rate | 98.9% | 73.8%+25.2pp | 75.8%+23.1pp | 72.2%+26.8pp |
| Annual return | 15.79% | 17.17%-1.4pp | 46.47%-30.7pp | 59.29%-43.5pp |
| Employer contribution / active EE | $2,227 | $2,877-22.6% | $3,660-39.1% | $2,234-0.3% |
| Participant deferral / active EE | $6,993 | $3,338+109.5% | $4,370+60.0% | $3,805+83.8% |
| Admin fee / account holder | $329 | $216+52.5% | $5,945-94.5% | $158+108.4% |