Filed November 9, 2016 (most recent of 2 filings on file)
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 5-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 BARNEY2+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 49 · EIN 20-8764829 | Other Services | $50,143 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,583 | $84,936+164.4% | $111,297+101.8% | $79,386+182.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 13.44% | 17.45%-4.0pp | 54.65%-41.2pp | 116.85%-103.4pp |
| Employer contribution / active EE | $7,579 | $1,979+282.9% | $2,731+177.5% | $2,427+212.2% |
| Participant deferral / active EE | $9,154 | $3,888+135.4% | $4,487+104.0% | $4,046+126.3% |
| Admin fee / account holder | $53 | $537-90.0% | $7,964-99.3% | $626-91.5% |