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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,215 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $70,594 |
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN SUPERCONDUCTOR Service code 10 · EIN 04-2959321 | Accounting | $18,000 |
THE ANGELL PENSION GROUP, INC.9+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $9,558 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,252 | $99,078+52.7% | $96,544+56.7% | $74,419+103.2% |
| Participation rate | 73.7% | 80.7%-6.9pp | 76.0%-2.2pp | 70.7%+3.0pp |
| Annual return | 21.81% | 22.48%-0.7pp | 25.84%-4.0pp | 34.38%-12.6pp |
| Employer contribution / active EE | $2,307 | $2,570-10.2% | $2,965-22.2% | $2,637-12.5% |
| Participant deferral / active EE | $7,700 | $4,933+56.1% | $4,851+58.7% | $4,528+70.1% |
| Admin fee / account holder | $380 | $225+69.1% | $8,252-95.4% | $348+9.2% |