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 |
|---|---|---|
Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 94-1671384 | Advisory (Plan) | $27,573 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,030 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,577 | $80,753-15.1% | $136,294-49.7% | $62,292+10.1% |
| Participation rate | 93.7% | 73.5%+20.2pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 14.86% | 35.83%-21.0pp | 5155.94%-5141.1pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,400 | $2,884-51.4% | $4,695-70.2% | $2,042-31.4% |
| Participant deferral / active EE | $4,540 | $5,164-12.1% | $6,247-27.3% | $3,169+43.3% |
| Admin fee / account holder | $16 | $525-97.0% | $9,243-99.8% | $479-96.7% |