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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $111,243 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $38,282 |
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 | $68,550 | $61,058+12.3% | $71,209-3.7% | $85,563-19.9% |
| Participation rate | 96.8% | 58.6%+38.3pp | 73.8%+23.1pp | 66.0%+30.9pp |
| Annual return | 14.07% | 100.41%-86.3pp | 282.51%-268.4pp | 31.51%-17.4pp |
| Employer contribution / active EE | $1,621 | $2,199-26.3% | $2,721-40.4% | $2,654-38.9% |
| Participant deferral / active EE | $3,491 | $3,173+10.0% | $4,175-16.4% | $4,375-20.2% |
| Admin fee / account holder | $235 | $855-72.5% | $5,349-95.6% | $834-71.9% |