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 BARNEY7+ years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $60,612 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,975 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,327 | $69,477+114.9% | $94,646+57.8% | $71,457+109.0% |
| Participation rate | 96.0% | 78.4%+17.6pp | 80.8%+15.2pp | 67.9%+28.1pp |
| Annual return | 17.45% | 29.66%-12.2pp | 156.71%-139.3pp | 28.85%-11.4pp |
| Employer contribution / active EE | $6,063 | $2,853+112.5% | $3,672+65.1% | $2,588+134.3% |
| Participant deferral / active EE | $9,931 | $7,345+35.2% | $7,418+33.9% | $4,289+131.6% |
| Admin fee / account holder | $443 | $1,210-63.4% | $7,231-93.9% | $1,587-72.1% |