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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.
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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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,135 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $27,956 |
ACTUARIAL BENEFITS CORP6+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 | Contract Administrator | $1,893 |
ACTUARIAL BENEFITS CORP6+ years Service code 13 · EIN 20-1054428 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,077 | $54,121+16.5% | $134,143-53.0% | $73,409-14.1% |
| Participation rate | 68.6% | 64.4%+4.2pp | 72.2%-3.6pp | 72.2%-3.6pp |
| Annual return | 14.47% | -312.52%+327.0pp | 36.33%-21.9pp | 59.29%-44.8pp |
| Employer contribution / active EE | $838 | $1,402-40.2% | $3,704-77.4% | $2,234-62.5% |
| Participant deferral / active EE | $2,514 | $2,844-11.6% | $3,499-28.1% | $3,805-33.9% |
| Admin fee / account holder | $410 | $132+209.7% | $6,684-93.9% | $158+159.6% |