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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $376,771 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $58,139 |
CAPFINANCIAL PARTNERS LLC5+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,149 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $178,478 | $88,515+101.6% | $162,163+10.1% | $67,579+164.1% |
| Participation rate | 97.7% | 86.8%+10.9pp | 87.6%+10.1pp | 71.3%+26.4pp |
| Annual return | 22.43% | 27.04%-4.6pp | 115.59%-93.2pp | 378.56%-356.1pp |
| Employer contribution / active EE | $5,548 | $3,563+55.7% | $5,614-1.2% | $2,148+158.3% |
| Participant deferral / active EE | $8,558 | $5,724+49.5% | $7,298+17.3% | $3,539+141.8% |
| Admin fee / account holder | $465 | $124+275.7% | $10,843-95.7% | $142+226.5% |