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 BARNEY3+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $30,963 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,635 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $194,606 | $55,453+250.9% | $170,442+14.2% | $62,292+212.4% |
| Participation rate | 96.9% | 66.4%+30.5pp | 83.6%+13.3pp | 69.5%+27.4pp |
| Annual return | 16.00% | 21.38%-5.4pp | 205.93%-189.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $6,823 | $2,164+215.3% | $5,433+25.6% | $2,042+234.1% |
| Participant deferral / active EE | $5,878 | $2,303+155.3% | $4,939+19.0% | $3,169+85.5% |
| Admin fee / account holder | $11 | $455-97.6% | $13,880-99.9% | $479-97.7% |