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 9-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,660 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $34,259 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,088 | $50,458-4.7% | $159,960-69.9% | $64,808-25.8% |
| Participation rate | 95.1% | 68.0%+27.1pp | 78.0%+17.2pp | 71.5%+23.7pp |
| Annual return | -23.71% | -13.42%-10.3pp | 408.60%-432.3pp | 32.82%-56.5pp |
| Employer contribution / active EE | $2,319 | $1,722+34.6% | $4,226-45.1% | $2,506-7.5% |
| Participant deferral / active EE | $4,299 | $4,004+7.4% | $6,182-30.5% | $4,310-0.3% |
| Admin fee / account holder | $212 | $706-69.9% | $8,698-97.6% | $188+13.0% |