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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,220 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 · EIN 51-0116113 | Other Services | $7,368 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,327 | $84,487-42.8% | $125,339-61.4% | $66,914-27.8% |
| Participation rate | 71.5% | 76.4%-4.9pp | 82.4%-10.8pp | 69.8%+1.7pp |
| Annual return | -17.93% | -8.39%-9.5pp | 572.05%-590.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,049 | $3,553-42.3% | $4,814-57.4% | $2,544-19.5% |
| Participant deferral / active EE | $4,126 | $6,781-39.2% | $7,446-44.6% | $4,237-2.6% |
| Admin fee / account holder | $120 | $685-82.5% | $10,010-98.8% | $593-79.8% |