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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $76,668 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,389 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,822 | $58,320+108.9% | $86,436+40.9% | $66,914+82.1% |
| Participation rate | 92.3% | 78.6%+13.7pp | 80.3%+11.9pp | 69.8%+22.5pp |
| Annual return | -37.38% | -9.71%-27.7pp | 4394.89%-4432.3pp | 1.58%-39.0pp |
| Employer contribution / active EE | $7,172 | $2,615+174.2% | $3,769+90.3% | $2,544+181.9% |
| Participant deferral / active EE | $12,516 | $6,899+81.4% | $6,952+80.1% | $4,237+195.4% |
| Admin fee / account holder | $565 | $546+3.6% | $6,731-91.6% | $593-4.7% |