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 9-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 | $99,960 |
Service code 27 · EIN 11-3673048 | Advisory (Plan) | $32,244 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $18,348 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,655 | $82,202+71.1% | $125,339+12.2% | $64,808+117.0% |
| Participation rate | 97.1% | 77.9%+19.3pp | 82.4%+14.8pp | 71.5%+25.7pp |
| Annual return | -16.88% | 3.48%-20.4pp | 572.05%-588.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $4,521 | $3,615+25.1% | $4,814-6.1% | $2,506+80.4% |
| Participant deferral / active EE | $8,810 | $7,175+22.8% | $7,446+18.3% | $4,310+104.4% |
| Admin fee / account holder | $330 | $163+102.0% | $10,010-96.7% | $188+75.6% |