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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.
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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 BARNEY2+ years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $87,273 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,847 |
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 | $81,334 | $61,214+32.9% | $83,333-2.4% | $56,287+44.5% |
| Participation rate | 81.3% | 72.6%+8.7pp | 77.8%+3.5pp | 69.9%+11.4pp |
| Annual return | -5.14% | 0.42%-5.6pp | 10.63%-15.8pp | -9.96%+4.8pp |
| Employer contribution / active EE | $6,321 | $1,925+228.3% | $3,379+87.1% | $2,111+199.4% |
| Participant deferral / active EE | $8,936 | $5,091+75.5% | $5,565+60.6% | $3,350+166.8% |
| Admin fee / account holder | $444 | $512-13.2% | $7,510-94.1% | $521-14.8% |