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 10-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,889 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 13-2919773 | Advisory (Plan) | $62,204 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,743 | $64,919+147.6% | $392,568-59.1% | $65,185+146.6% |
| Participation rate | 88.0% | 72.0%+16.0pp | 78.1%+9.9pp | 70.2%+17.8pp |
| Annual return | 21.32% | 26.09%-4.8pp | 24.42%-3.1pp | 29.38%-8.1pp |
| Employer contribution / active EE | $5,657 | $2,374+138.3% | $3,783+49.5% | $2,177+159.9% |
| Participant deferral / active EE | $6,955 | $3,668+89.6% | $5,985+16.2% | $3,514+97.9% |
| Admin fee / account holder | $902 | $634+42.3% | $6,260-85.6% | $847+6.5% |