See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $259,147 |
PENSIONMARK FINANCIAL GROUP LLC10+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $82,559 |
CHUBB1 year Filed as: ACE AMERICAN (CHUBB) Service code 49 · EIN 95-2371728 | Other Services | $33,297 |
US SPECIALTY1 year Service code 49 · EIN 52-1504975 | Other Services | $33,297 |
Filed as: CBIZ CPAS PC Service code 10 · EIN 13-1610809 | Accounting | $28,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,768 | $117,739-28.0% | $101,794-16.7% | $117,739-28.0% |
| Participation rate | 12.4% | 76.6%-64.2pp | 69.2%-56.8pp | 76.6%-64.2pp |
| Annual return | 10.54% | 17.29%-6.7pp | 30.53%-20.0pp | 17.29%-6.7pp |
| Employer contribution / active EE | $286 | $3,746-92.4% | $2,289-87.5% | $3,746-92.4% |
| Participant deferral / active EE | $541 | $6,128-91.2% | $4,084-86.7% | $6,128-91.2% |
| Admin fee / account holder | $342 | $112+206.1% | $8,777-96.1% | $112+206.1% |