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 BARNEY2+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $24,575 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,870 |
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 | $34,384 | $39,859-13.7% | $78,689-56.3% | $57,658-40.4% |
| Participation rate | 90.4% | 66.1%+24.3pp | 73.6%+16.8pp | 70.2%+20.1pp |
| Annual return | 6.44% | 18.96%-12.5pp | 62.18%-55.7pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,412 | $1,786-21.0% | $2,851-50.5% | $1,974-28.5% |
| Participant deferral / active EE | $2,301 | $2,248+2.3% | $3,517-34.6% | $3,061-24.8% |
| Admin fee / account holder | $29 | $76-62.0% | $4,510-99.4% | $95-69.3% |