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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $51,751 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,816 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,872 | $55,371+138.2% | $95,585+38.0% | $74,304+77.5% |
| Participation rate | 96.8% | 53.8%+43.0pp | 72.1%+24.7pp | 60.3%+36.5pp |
| Annual return | 12.80% | 24.26%-11.5pp | 38.56%-25.8pp | 29.43%-16.6pp |
| Employer contribution / active EE | $848 | $1,437-41.0% | $2,527-66.4% | $2,241-62.1% |
| Participant deferral / active EE | $6,706 | $2,955+126.9% | $4,023+66.7% | $3,767+78.0% |
| Admin fee / account holder | $468 | $2,620-82.1% | $6,127-92.4% | $2,969-84.2% |