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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,156 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $9,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,528 | $58,083+93.7% | $80,019+40.6% | $56,287+99.9% |
| Participation rate | 99.1% | 73.6%+25.5pp | 75.8%+23.3pp | 69.9%+29.3pp |
| Annual return | -4.28% | 34.61%-38.9pp | 11.22%-15.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $7,221 | $1,932+273.7% | $2,468+192.6% | $2,111+242.1% |
| Participant deferral / active EE | $7,427 | $3,135+136.9% | $3,686+101.5% | $3,350+121.7% |
| Admin fee / account holder | $597 | $623-4.1% | $6,521-90.8% | $521+14.6% |