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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,949 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $13,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,406 | $107,440-45.6% | $105,738-44.8% | $55,725+4.8% |
| Participation rate | 41.5% | 55.5%-14.0pp | 76.3%-34.9pp | 70.9%-29.4pp |
| Annual return | -6.16% | -0.59%-5.6pp | 6.27%-12.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $432 | $1,448-70.1% | $3,268-86.8% | $2,078-79.2% |
| Participant deferral / active EE | $1,210 | $2,171-44.3% | $4,080-70.3% | $3,356-63.9% |
| Admin fee / account holder | $103 | $283-63.8% | $6,913-98.5% | $115-10.9% |