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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,047 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $30,286 |
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 | $56,750 | $52,208+8.7% | $86,612-34.5% | $74,419-23.7% |
| Participation rate | 95.5% | 66.3%+29.2pp | 71.7%+23.8pp | 70.7%+24.8pp |
| Annual return | 14.41% | 44.46%-30.1pp | 591.07%-576.7pp | 34.38%-20.0pp |
| Employer contribution / active EE | $1,647 | $2,282-27.8% | $3,022-45.5% | $2,637-37.5% |
| Participant deferral / active EE | $3,345 | $3,383-1.1% | $4,438-24.6% | $4,528-26.1% |
| Admin fee / account holder | $198 | $319-37.8% | $5,614-96.5% | $348-43.0% |