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 | $69,110 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310844 | Advisory (Plan) | $32,213 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,895 | $62,928-31.8% | $172,739-75.2% | $67,579-36.5% |
| Participation rate | 84.3% | 64.5%+19.9pp | 82.6%+1.7pp | 71.3%+13.0pp |
| Annual return | 8.15% | 30.36%-22.2pp | 802.84%-794.7pp | 378.56%-370.4pp |
| Employer contribution / active EE | $1,315 | $1,636-19.6% | $5,143-74.4% | $2,148-38.8% |
| Participant deferral / active EE | $2,946 | $2,145+37.3% | $5,198-43.3% | $3,539-16.8% |
| Admin fee / account holder | $215 | $167+28.8% | $13,954-98.5% | $142+50.8% |