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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,539 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $28,746 |
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 | $68,554 | $58,101+18.0% | $118,925-42.4% | $73,409-6.6% |
| Participation rate | 39.7% | 56.1%-16.5pp | 75.4%-35.7pp | 72.2%-32.5pp |
| Annual return | 13.43% | 20.56%-7.1pp | 35.88%-22.5pp | 59.29%-45.9pp |
| Employer contribution / active EE | $470 | $1,445-67.5% | $3,263-85.6% | $2,234-79.0% |
| Participant deferral / active EE | $1,299 | $2,400-45.9% | $4,265-69.5% | $3,805-65.9% |
| Admin fee / account holder | $216 | $138+56.3% | $6,581-96.7% | $158+36.7% |