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 10-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $155,132 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $62,630 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $221,979 | $73,360+202.6% | $177,989+24.7% | $74,495+198.0% |
| Participation rate | 99.1% | 66.6%+32.5pp | 77.1%+22.1pp | 67.2%+31.9pp |
| Annual return | 12.74% | 17.49%-4.7pp | 294.48%-281.7pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $4,986 | $2,216+124.9% | $3,949+26.3% | $2,623+90.1% |
| Participant deferral / active EE | $12,901 | $4,513+185.8% | $6,276+105.6% | $4,346+196.9% |
| Admin fee / account holder | $982 | $1,808-45.7% | $10,363-90.5% | $1,942-49.4% |