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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,986 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $21,294 |
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 | $43,540 | $46,100-5.6% | $86,590-49.7% | $69,631-37.5% |
| Participation rate | 92.3% | 67.2%+25.1pp | 73.5%+18.7pp | 70.7%+21.6pp |
| Annual return | 13.45% | 21.02%-7.6pp | 964.84%-951.4pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $1,448 | $1,850-21.7% | $2,839-49.0% | $2,032-28.7% |
| Participant deferral / active EE | $2,505 | $2,432+3.0% | $3,609-30.6% | $3,224-22.3% |
| Admin fee / account holder | $57 | $94-39.3% | $4,906-98.8% | $110-48.4% |