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.
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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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,599 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $15,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,781 | $49,915+1.7% | $154,803-67.2% | $74,304-31.7% |
| Participation rate | 49.5% | 54.0%-4.5pp | 78.1%-28.6pp | 60.3%-10.9pp |
| Annual return | 10.98% | 34.06%-23.1pp | 58.88%-47.9pp | 29.43%-18.4pp |
| Employer contribution / active EE | $278 | $1,611-82.7% | $4,305-93.5% | $2,241-87.6% |
| Participant deferral / active EE | $2,063 | $2,255-8.5% | $5,540-62.8% | $3,767-45.2% |
| Admin fee / account holder | $344 | $2,189-84.3% | $14,329-97.6% | $2,969-88.4% |