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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $134,022 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $64,083 |
UHY LLP2 years Service code 10 · EIN 20-0694403 | Accounting | $13,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,304 | $100,227+122.8% | $169,993+31.4% | $74,419+200.1% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.0%+11.7pp | 70.7%+28.0pp |
| Annual return | 17.59% | 66.08%-48.5pp | 53.37%-35.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $6,289 | $4,263+47.5% | $6,785-7.3% | $2,637+138.4% |
| Participant deferral / active EE | $12,453 | $7,143+74.3% | $10,408+19.7% | $4,528+175.0% |
| Admin fee / account holder | $272 | $234+16.0% | $12,815-97.9% | $348-21.8% |