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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $27,546 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,729 | $52,293-47.0% | $178,490-84.5% | $73,409-62.2% |
| Participation rate | 63.6% | 65.3%-1.8pp | 81.9%-18.4pp | 72.2%-8.6pp |
| Annual return | 20.07% | 34.75%-14.7pp | 151.07%-131.0pp | 59.29%-39.2pp |
| Employer contribution / active EE | $675 | $1,735-61.1% | $5,011-86.5% | $2,234-69.8% |
| Participant deferral / active EE | $1,303 | $2,332-44.1% | $5,202-75.0% | $3,805-65.8% |
| Admin fee / account holder | $111 | $127-13.2% | $13,984-99.2% | $158-30.0% |