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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,089 |
MARCUM LLP1 year Filed as: MARCUM Service code 49 10 MELVILLE PARK RD · MELVILLE, NY 11747 | Other Services | $11,000 |
Filed as: SAGEVIEW ADVISORS Service code 27 1920 MAIN STRETT · IRVINE, CA 92614 | Advisory (Plan) | $5,000 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN ECONOMIC PLANNING Service code 28 · EIN 22-2454043 | Investment Management | $2,095 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,463 | $44,473-81.0% | $76,523-88.9% | $55,725-84.8% |
| Participation rate | 90.7% | 51.0%+39.8pp | 68.0%+22.7pp | 70.9%+19.9pp |
| Annual return | -6.24% | -2.01%-4.2pp | -0.27%-6.0pp | 244.93%-251.2pp |
| Employer contribution / active EE | $2,665 | $1,101+142.0% | $2,647+0.7% | $2,078+28.2% |
| Participant deferral / active EE | $620 | $1,988-68.8% | $3,835-83.8% | $3,356-81.5% |
| Admin fee / account holder | $175 | $134+30.6% | $4,848-96.4% | $115+52.0% |