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 | $248,512 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $63,500 |
LWBJ, LLP1 year Service code 10 · EIN 42-1462849 | Accounting | $10,200 |
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 | $207,075 | $111,608+85.5% | $177,821+16.5% | $73,409+182.1% |
| Participation rate | 97.7% | 87.9%+9.8pp | 87.7%+10.0pp | 72.2%+25.5pp |
| Annual return | 16.31% | 18.23%-1.9pp | 48.32%-32.0pp | 59.29%-43.0pp |
| Employer contribution / active EE | $6,963 | $3,796+83.4% | $5,918+17.6% | $2,234+211.7% |
| Participant deferral / active EE | $10,475 | $6,199+69.0% | $7,714+35.8% | $3,805+175.3% |
| Admin fee / account holder | $312 | $166+88.6% | $12,427-97.5% | $158+97.7% |