See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,284 |
Filed as: MORGAN STANLEY WEALTH MANAGEMNT Service code 27 1550 MARKET STREET · DENVER, CO 80202 | Advisory (Plan) | $63,535 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $61,728 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,637 | $50,982-37.9% | $154,803-79.6% | $85,563-63.0% |
| Participation rate | 94.5% | 59.8%+34.7pp | 78.1%+16.5pp | 66.0%+28.6pp |
| Annual return | 14.33% | 30.35%-16.0pp | 58.88%-44.5pp | 31.51%-17.2pp |
| Employer contribution / active EE | $1,638 | $1,708-4.1% | $4,305-61.9% | $2,654-38.3% |
| Participant deferral / active EE | $2,820 | $2,474+14.0% | $5,540-49.1% | $4,375-35.6% |
| Admin fee / account holder | $150 | $846-82.2% | $14,329-99.0% | $834-82.0% |