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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,403 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $36,439 |
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 | $45,748 | $47,722-4.1% | $82,719-44.7% | $64,808-29.4% |
| Participation rate | 99.2% | 67.6%+31.5pp | 72.6%+26.6pp | 71.5%+27.7pp |
| Annual return | -13.81% | -13.05%-0.8pp | 701.18%-715.0pp | 32.82%-46.6pp |
| Employer contribution / active EE | $1,679 | $2,179-23.0% | $3,009-44.2% | $2,506-33.0% |
| Participant deferral / active EE | $3,233 | $3,329-2.9% | $4,395-26.4% | $4,310-25.0% |
| Admin fee / account holder | $172 | $143+20.4% | $5,329-96.8% | $188-8.3% |