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 8-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,154 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,905 |
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 | $82,741 | $65,592+26.1% | $90,160-8.2% | $69,631+18.8% |
| Participation rate | 88.3% | 77.6%+10.6pp | 76.9%+11.4pp | 70.7%+17.6pp |
| Annual return | 20.05% | 57.10%-37.0pp | 34.88%-14.8pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $6,957 | $2,193+217.3% | $3,318+109.7% | $2,032+242.4% |
| Participant deferral / active EE | $8,072 | $5,257+53.5% | $5,288+52.7% | $3,224+150.4% |
| Admin fee / account holder | $96 | $86+12.0% | $5,943-98.4% | $110-13.1% |