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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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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,227 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $40,649 |
ACTUARIAL BENEFITS CORP10+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 | Contract Administrator | $6,592 |
ACTUARIAL BENEFITS CORP10+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,336 | $58,778+16.3% | $129,207-47.1% | $77,643-12.0% |
| Participation rate | 75.7% | 59.2%+16.4pp | 69.6%+6.1pp | 70.6%+5.1pp |
| Annual return | 13.01% | 24.73%-11.7pp | 9417.33%-9404.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,159 | $1,952-40.6% | $4,153-72.1% | $2,726-57.5% |
| Participant deferral / active EE | $3,894 | $3,212+21.2% | $4,168-6.6% | $4,647-16.2% |
| Admin fee / account holder | $484 | $589-17.9% | $7,715-93.7% | $430+12.4% |