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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,260 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $29,613 |
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 | $45,991 | $52,670-12.7% | $90,404-49.1% | $73,409-37.3% |
| Participation rate | 98.8% | 67.7%+31.2pp | 72.7%+26.2pp | 72.2%+26.7pp |
| Annual return | 11.36% | 20.70%-9.3pp | 1293.02%-1281.7pp | 59.29%-47.9pp |
| Employer contribution / active EE | $1,632 | $1,872-12.8% | $3,262-50.0% | $2,234-26.9% |
| Participant deferral / active EE | $2,960 | $2,807+5.4% | $3,963-25.3% | $3,805-22.2% |
| Admin fee / account holder | $149 | $117+27.6% | $5,611-97.3% | $158-5.6% |