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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $281,383 |
Service code 27 · EIN 87-2623150 | Advisory (Plan) | $67,000 |
DOUGLAS DYNAMICS LLC1+ years Service code 49 · EIN 42-1623692 | Other Services | $24,505 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,223 | $128,899-31.6% | $113,168-22.0% | $102,872-14.2% |
| Participation rate | 98.3% | 87.0%+11.3pp | 76.6%+21.7pp | 73.0%+25.2pp |
| Annual return | 16.09% | 15.88%+0.2pp | 24.27%-8.2pp | 19.06%-3.0pp |
| Employer contribution / active EE | $3,112 | $3,713-16.2% | $2,975+4.6% | $3,526-11.8% |
| Participant deferral / active EE | $5,792 | $6,787-14.7% | $5,107+13.4% | $5,535+4.6% |
| Admin fee / account holder | $140 | $129+7.9% | $12,068-98.8% | $292-52.2% |