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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $16,889 |
MARKS PANETH LLP2 years Service code 10 · EIN 11-3518842 | Accounting | $13,567 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,537 |
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 | $160,804 | $70,475+128.2% | $100,516+60.0% | $79,858+101.4% |
| Participation rate | 90.1% | 73.7%+16.5pp | 79.4%+10.7pp | 69.6%+20.5pp |
| Annual return | 13.69% | 21.90%-8.2pp | 30.89%-17.2pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,872 | $2,165+32.7% | $3,418-16.0% | $2,471+16.2% |
| Participant deferral / active EE | $9,458 | $5,181+82.6% | $6,270+50.8% | $3,740+152.9% |
| Admin fee / account holder | $16 | $4,478-99.6% | $8,081-99.8% | $5,306-99.7% |