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 BARNEY1+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $7,564 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,153 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $100,407 | $106,230-5.5% | $80,975+24.0% | - |
| Participation rate | 96.0% | 59.7%+36.3pp | 75.8%+20.1pp | - |
| Annual return | 7.95% | 1.70%+6.2pp | 17.10%-9.1pp | - |
| Employer contribution / active EE | $2,715 | $1,571+72.8% | $3,714-26.9% | - |
| Participant deferral / active EE | $8,096 | $3,737+116.6% | $5,696+42.1% | - |
| Admin fee / account holder | $19 | $5,451-99.7% | $5,516-99.7% | - |