See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310844 | Advisory (Plan) | $28,749 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,126 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,340 | $54,320+38.7% | $67,652+11.4% | $52,331+44.0% |
| Participation rate | 90.9% | 73.6%+17.3pp | 75.7%+15.2pp | 68.1%+22.8pp |
| Annual return | -0.92% | 6.81%-7.7pp | 6625.04%-6626.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,680 | $1,544+8.8% | $2,266-25.8% | $1,882-10.7% |
| Participant deferral / active EE | $7,219 | $2,950+144.7% | $3,560+102.8% | $3,022+138.9% |
| Admin fee / account holder | $137 | $527-73.9% | $4,821-97.2% | $592-76.8% |