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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,082 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $27,960 |
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 | $60,167 | $124,414-51.6% | $115,157-47.8% | $67,579-11.0% |
| Participation rate | 41.8% | 58.1%-16.2pp | 75.9%-34.1pp | 71.3%-29.4pp |
| Annual return | 19.29% | 29.40%-10.1pp | 35.60%-16.3pp | 378.56%-359.3pp |
| Employer contribution / active EE | $457 | $1,454-68.6% | $3,179-85.6% | $2,148-78.7% |
| Participant deferral / active EE | $1,209 | $2,331-48.1% | $4,168-71.0% | $3,539-65.8% |
| Admin fee / account holder | $215 | $361-40.5% | $7,088-97.0% | $142+51.2% |