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 | $91,993 |
Filed as: SIGNATOR INSURANCE AGENCY INC Service code 49 · EIN 04-3283827 | Other Services | $22,413 |
ASSOCIATED PENSION CONSULTANTS4+ years Service code 13 · EIN 11-3271022 | Contract Administrator | $7,789 |
Filed as: SIGNATOR INVESTORS INC Service code 49 · EIN 04-2442399 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,609 | $66,302+29.1% | $110,238-22.3% | $56,287+52.1% |
| Participation rate | 99.1% | 74.9%+24.2pp | 79.8%+19.3pp | 69.9%+29.3pp |
| Annual return | 44.20% | -1.18%+45.4pp | 314.74%-270.5pp | -9.96%+54.2pp |
| Employer contribution / active EE | $3,080 | $2,047+50.4% | $3,826-19.5% | $2,111+45.9% |
| Participant deferral / active EE | $5,763 | $3,381+70.4% | $4,672+23.3% | $3,350+72.0% |
| Admin fee / account holder | $308 | $698-55.8% | $8,547-96.4% | $521-40.8% |