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 | $71,288 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310844 | Advisory (Plan) | $33,588 |
MORNINGSTAR4+ 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.
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 | $39,508 | $52,293-24.4% | $178,490-77.9% | $73,409-46.2% |
| Participation rate | 87.9% | 65.3%+22.6pp | 81.9%+6.0pp | 72.2%+15.8pp |
| Annual return | 5.70% | 34.75%-29.0pp | 151.07%-145.4pp | 59.29%-53.6pp |
| Employer contribution / active EE | $1,520 | $1,735-12.4% | $5,011-69.7% | $2,234-31.9% |
| Participant deferral / active EE | $3,115 | $2,332+33.6% | $5,202-40.1% | $3,805-18.1% |
| Admin fee / account holder | $193 | $127+51.4% | $13,984-98.6% | $158+22.1% |