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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $6,775 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,036 | $50,385-58.3% | $75,670-72.2% | $62,292-66.2% |
| Participation rate | 46.0% | 67.7%-21.7pp | 72.3%-26.4pp | 69.5%-23.5pp |
| Annual return | 17.81% | 19.90%-2.1pp | 27.34%-9.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,052 | $1,537-31.5% | $2,352-55.3% | $2,042-48.5% |
| Participant deferral / active EE | $1,723 | $2,445-29.6% | $3,142-45.2% | $3,169-45.6% |
| Admin fee / account holder | $14 | $384-96.5% | $5,800-99.8% | $479-97.2% |