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 10-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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $396,210 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 02-6431084 | Advisory (Plan) | $92,633 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,971 | $128,899-74.4% | $113,168-70.9% | $102,872-67.9% |
| Participation rate | 93.3% | 87.0%+6.3pp | 76.6%+16.7pp | 73.0%+20.3pp |
| Annual return | 14.89% | 15.88%-1.0pp | 24.27%-9.4pp | 19.06%-4.2pp |
| Employer contribution / active EE | $2,142 | $3,713-42.3% | $2,975-28.0% | $3,526-39.3% |
| Participant deferral / active EE | $3,453 | $6,787-49.1% | $5,107-32.4% | $5,535-37.6% |
| Admin fee / account holder | $134 | $129+3.2% | $12,068-98.9% | $292-54.3% |