Filed November 30, 2016
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $63,491 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,440 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,998 | $82,279-40.4% | $77,999-37.2% | $63,975-23.4% |
| Participation rate | 78.5% | 84.7%-6.2pp | 75.5%+3.0pp | 71.1%+7.4pp |
| Annual return | 9.81% | 11.20%-1.4pp | 425.96%-416.1pp | 48.65%-38.8pp |
| Employer contribution / active EE | $1,460 | $3,297-55.7% | $2,470-40.9% | $2,182-33.1% |
| Participant deferral / active EE | $2,654 | $4,538-41.5% | $3,497-24.1% | $3,356-20.9% |
| Admin fee / account holder | $39 | $81-51.8% | $5,480-99.3% | $70-44.3% |