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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $292,275 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $70,000 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $35,265 |
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 | $88,875 | $66,051+34.6% | $92,893-4.3% | $77,787+14.3% |
| Participation rate | 99.1% | 81.0%+18.1pp | 76.0%+23.1pp | 73.2%+25.9pp |
| Annual return | 25.82% | 20.69%+5.1pp | 109.41%-83.6pp | 32.57%-6.8pp |
| Employer contribution / active EE | $2,949 | $3,426-13.9% | $3,653-19.3% | $2,504+17.8% |
| Participant deferral / active EE | $7,947 | $3,013+163.7% | $4,236+87.6% | $3,967+100.3% |
| Admin fee / account holder | $199 | $148+34.3% | $5,794-96.6% | $100+98.4% |