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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,644 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $69,738 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,589 | $92,055+8.2% | $106,213-6.2% | $77,643+28.3% |
| Participation rate | 97.5% | 81.0%+16.5pp | 75.3%+22.3pp | 70.6%+27.0pp |
| Annual return | 17.20% | 17.91%-0.7pp | 116.14%-98.9pp | 31.24%-14.0pp |
| Employer contribution / active EE | $3,844 | $3,367+14.2% | $3,171+21.2% | $2,726+41.0% |
| Participant deferral / active EE | $9,271 | $5,386+72.1% | $5,016+84.8% | $4,647+99.5% |
| Admin fee / account holder | $293 | $219+33.7% | $11,033-97.3% | $430-32.0% |