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 INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $37,769 |
Filed as: LEUMI INVESTMENT SERVICES INC. Service code 27 | Advisory (Plan) | $12,606 |
PPC INC1 year Service code 49 | Other Services | $3,090 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (directed); Custodial (other ... | $736 |
Service code 27 · EIN 13-4132289 | Advisory (Plan) | $0 |
PREFERRED PENSION CONCEPTS, INC.4+ years Filed as: PREFERRED PENSION CONCEPTS INC Service code 49 · EIN 13-3384874 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,689 | $57,384-16.9% | $106,387-55.2% | $56,287-15.3% |
| Participation rate | 94.7% | 71.3%+23.3pp | 77.5%+17.2pp | 69.9%+24.8pp |
| Annual return | -1.86% | 5.91%-7.8pp | 0.25%-2.1pp | -9.96%+8.1pp |
| Employer contribution / active EE | $2,514 | $2,348+7.1% | $3,520-28.6% | $2,111+19.1% |
| Participant deferral / active EE | $3,107 | $3,799-18.2% | $5,421-42.7% | $3,350-7.3% |
| Admin fee / account holder | $210 | $566-62.9% | $7,510-97.2% | $521-59.7% |