See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY DW INC Service code 27 · EIN 94-1671384 | Advisory (Plan) | $14,763 |
Service code 49 · EIN 52-2114207 | Other Services | $9,185 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,530 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,402 | $75,183-22.3% | $123,892-52.9% | $55,167+5.9% |
| Participation rate | 95.7% | 72.8%+22.9pp | 81.4%+14.3pp | 69.0%+26.7pp |
| Annual return | 9.73% | 19.01%-9.3pp | 47.52%-37.8pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,224 | $2,823-56.6% | $4,617-73.5% | $1,963-37.6% |
| Participant deferral / active EE | $4,466 | $5,084-12.2% | $5,984-25.4% | $3,054+46.2% |
| Admin fee / account holder | $8 | $663-98.8% | $8,357-99.9% | $504-98.4% |