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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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,858 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $34,914 |
ACTUARIAL BENEFITS CORP7+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 | Contract Administrator | $3,899 |
ACTUARIAL BENEFITS CORP7+ years Service code 13 · EIN 20-1054428 | Contract Administrator | $0 |
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 | $75,400 | $62,723+20.2% | $142,863-47.2% | $86,799-13.1% |
| Participation rate | 73.1% | 62.6%+10.6pp | 71.9%+1.2pp | 72.3%+0.9pp |
| Annual return | 14.46% | 17.62%-3.2pp | 5637.54%-5623.1pp | 97.91%-83.4pp |
| Employer contribution / active EE | $1,025 | $1,627-37.0% | $4,144-75.3% | $2,405-57.4% |
| Participant deferral / active EE | $3,195 | $3,039+5.1% | $3,837-16.7% | $4,131-22.7% |
| Admin fee / account holder | $516 | $140+269.9% | $6,560-92.1% | $170+204.5% |