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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,335 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310844 | Advisory (Plan) | $14,458 |
Filed as: MORGAN STANLEY DW INC Service code 27 · EIN 94-1671384 | Advisory (Plan) | $8,044 |
IMA WEALTH INC1 year Service code 27 · EIN 48-1233289 | Advisory (Plan) | $7,708 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,246 | $47,977+4.7% | $154,107-67.4% | $56,287-10.7% |
| Participation rate | 70.9% | 66.2%+4.7pp | 83.0%-12.1pp | 69.9%+1.1pp |
| Annual return | 9.83% | 3.54%+6.3pp | 735.12%-725.3pp | -9.96%+19.8pp |
| Employer contribution / active EE | $963 | $2,169-55.6% | $5,298-81.8% | $2,111-54.4% |
| Participant deferral / active EE | $2,767 | $2,392+15.7% | $5,081-45.5% | $3,350-17.4% |
| Admin fee / account holder | $239 | $438-45.4% | $13,411-98.2% | $521-54.1% |