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 9-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 | $144,068 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $4 |
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 | $70,586 | $60,396+16.9% | $83,848-15.8% | $75,289-6.2% |
| Participation rate | 98.8% | 80.7%+18.0pp | 76.1%+22.6pp | 72.4%+26.3pp |
| Annual return | 10.15% | 3.84%+6.3pp | 850.88%-840.7pp | -0.04%+10.2pp |
| Employer contribution / active EE | $2,853 | $3,343-14.7% | $3,631-21.4% | $2,405+18.6% |
| Participant deferral / active EE | $7,337 | $2,922+151.1% | $4,082+79.8% | $3,739+96.3% |
| Admin fee / account holder | $99 | $141-29.9% | $5,478-98.2% | $102-3.3% |