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 BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $75,159 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,943 |
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 | $57,163 | $90,410-36.8% | $91,001-37.2% | $77,958-26.7% |
| Participation rate | 80.9% | 86.4%-5.5pp | 75.6%+5.3pp | 71.6%+9.2pp |
| Annual return | 16.64% | 21.34%-4.7pp | 4.60%+12.0pp | 20.87%-4.2pp |
| Employer contribution / active EE | $1,610 | $3,392-52.5% | $2,456-34.5% | $2,310-30.3% |
| Participant deferral / active EE | $3,041 | $4,816-36.8% | $3,547-14.3% | $3,537-14.0% |
| Admin fee / account holder | $48 | $79-39.5% | $5,417-99.1% | $97-51.0% |