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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,206 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $7,927 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $3,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,981 | $61,272-13.5% | $149,673-64.6% | $71,457-25.9% |
| Participation rate | 48.1% | 62.5%-14.4pp | 78.8%-30.6pp | 67.9%-19.8pp |
| Annual return | 34.17% | 35.85%-1.7pp | 134.42%-100.2pp | 28.85%+5.3pp |
| Employer contribution / active EE | $177 | $2,378-92.6% | $4,818-96.3% | $2,588-93.2% |
| Participant deferral / active EE | $2,066 | $2,917-29.2% | $5,680-63.6% | $4,289-51.8% |
| Admin fee / account holder | $283 | $1,261-77.5% | $13,210-97.9% | $1,587-82.2% |