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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,521 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $35,071 |
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 | $63,278 | $65,908-4.0% | $81,812-22.7% | $77,643-18.5% |
| Participation rate | 98.4% | 65.8%+32.7pp | 72.3%+26.1pp | 70.6%+27.9pp |
| Annual return | 12.06% | 26.64%-14.6pp | 773.79%-761.7pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,639 | $2,370-30.9% | $2,912-43.7% | $2,726-39.9% |
| Participant deferral / active EE | $3,803 | $3,505+8.5% | $4,319-11.9% | $4,647-18.2% |
| Admin fee / account holder | $236 | $526-55.1% | $7,386-96.8% | $430-45.1% |