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 | $59,143 |
Filed as: LEUMI INVESTMENT SERVICES Service code 27 | Advisory (Plan) | $27,136 |
PPC INC7 years Service code 13 | Contract Administrator | $7,015 |
PPC INC4 years Filed as: PPC, INC. Service code 13 · EIN 13-3384874 | Contract Administrator | $525 |
Service code 27 · EIN 13-4132289 | Advisory (Plan) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $64,593 | $89,248-27.6% | $136,007-52.5% | $74,495-13.3% |
| Participation rate | 94.4% | 69.4%+25.0pp | 76.5%+17.9pp | 67.2%+27.2pp |
| Annual return | 12.04% | 22.76%-10.7pp | 579.32%-567.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,652 | $2,838-6.6% | $4,217-37.1% | $2,623+1.1% |
| Participant deferral / active EE | $3,171 | $4,598-31.0% | $7,025-54.9% | $4,346-27.0% |
| Admin fee / account holder | $243 | $1,545-84.3% | $6,858-96.5% | $1,942-87.5% |