Filed May 12, 2022
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $10,802 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $10,783 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,817 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $33,458 | $57,921-42.2% | $84,750-60.5% | $57,658-42.0% |
| Participation rate | 79.5% | 72.9%+6.5pp | 76.6%+2.9pp | 70.2%+9.2pp |
| Annual return | 7.59% | 10.24%-2.6pp | 22.78%-15.2pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,846 | $2,598-29.0% | $3,574-48.4% | $1,974-6.5% |
| Participant deferral / active EE | $1,598 | $2,742-41.7% | $3,712-56.9% | $3,061-47.8% |
| Admin fee / account holder | $16 | $130-87.3% | $5,332-99.7% | $95-82.5% |