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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $67,635 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,008 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,354 | $77,503+119.8% | $100,391+69.7% | $80,856+110.7% |
| Participation rate | 92.8% | 76.9%+15.8pp | 81.5%+11.3pp | 67.6%+25.1pp |
| Annual return | 13.77% | 37.20%-23.4pp | 49.20%-35.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $7,869 | $2,801+181.0% | $3,942+99.6% | $2,755+185.6% |
| Participant deferral / active EE | $11,417 | $6,820+67.4% | $8,082+41.3% | $4,296+165.8% |
| Admin fee / account holder | $554 | $5,897-90.6% | $7,899-93.0% | $6,918-92.0% |