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 10-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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INS. COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $38,371 |
Filed as: MERRILL LYNCH PIERCE FEENER & SMITH Service code 17 · EIN 13-5674085 | Pension Consulting | $36,293 |
COMMONWEALTH TPA SOLUTIONS2 years Filed as: COMMONWEALTH TPA SOLUTIONS, LLC Service code 13 · EIN 87-3632446 | Contract Administrator | $10,970 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,574 | $101,317-23.4% | $146,958-47.2% | $74,495+4.1% |
| Participation rate | 83.3% | 75.5%+7.8pp | 82.2%+1.2pp | 67.2%+16.1pp |
| Annual return | 12.13% | 8730.91%-8718.8pp | 418.34%-406.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,808 | $3,810-26.3% | $4,933-43.1% | $2,623+7.1% |
| Participant deferral / active EE | $6,998 | $7,303-4.2% | $8,070-13.3% | $4,346+61.0% |
| Admin fee / account holder | $412 | $1,739-76.3% | $12,998-96.8% | $1,942-78.8% |