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 10-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,907 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $14,038 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,787 | $74,552-74.8% | $62,995-70.2% | $69,631-73.0% |
| Participation rate | 95.3% | 78.3%+17.1pp | 74.8%+20.5pp | 70.7%+24.6pp |
| Annual return | 24.93% | 15.77%+9.2pp | 87.57%-62.6pp | 27571.02%-27546.1pp |
| Employer contribution / active EE | $2,179 | $2,929-25.6% | $2,759-21.0% | $2,032+7.2% |
| Participant deferral / active EE | $3,874 | $2,974+30.2% | $3,329+16.4% | $3,224+20.2% |
| Admin fee / account holder | $60 | $59+1.5% | $3,600-98.3% | $110-45.4% |