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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,536 |
Filed as: MORGAN STANLEY WILSHINSKY GROUP Service code 27 · EIN 26-4310632 | Advisory (Plan) | $47,782 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $191,282 | $81,208+135.5% | $98,907+93.4% | $79,858+139.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 16.49% | 60.99%-44.5pp | 196.43%-179.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3,130 | $1,960+59.7% | $2,689+16.4% | $2,471+26.7% |
| Participant deferral / active EE | $9,026 | $3,265+176.4% | $4,244+112.7% | $3,740+141.3% |
| Admin fee / account holder | $763 | $6,013-87.3% | $6,642-88.5% | $5,306-85.6% |