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 BARNEY4 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $18,599 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,599 |
ACTUARIAL BENEFITS CORP8+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 | Contract Administrator | $4,708 |
ACTUARIAL BENEFITS CORP8+ 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 | $64,549 | $47,898+34.8% | $117,472-45.1% | $64,808-0.4% |
| Participation rate | 66.7% | 61.9%+4.8pp | 70.6%-3.9pp | 71.5%-4.8pp |
| Annual return | -16.56% | -15.54%-1.0pp | 29.74%-46.3pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,085 | $1,774-38.8% | $4,176-74.0% | $2,506-56.7% |
| Participant deferral / active EE | $3,444 | $3,151+9.3% | $4,070-15.4% | $4,310-20.1% |
| Admin fee / account holder | $552 | $132+319.1% | $5,645-90.2% | $188+194.2% |