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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,124 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $46,908 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,285 | $47,126-37.9% | $149,673-80.4% | $74,419-60.6% |
| Participation rate | 95.0% | 63.4%+31.6pp | 78.8%+16.2pp | 70.7%+24.3pp |
| Annual return | 14.63% | 22.75%-8.1pp | 134.42%-119.8pp | 34.38%-19.8pp |
| Employer contribution / active EE | $1,824 | $1,905-4.3% | $4,818-62.1% | $2,637-30.8% |
| Participant deferral / active EE | $3,205 | $2,728+17.5% | $5,680-43.6% | $4,528-29.2% |
| Admin fee / account holder | $133 | $343-61.1% | $13,210-99.0% | $348-61.7% |