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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $134,502 |
Filed as: MML INVESTOR SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $69,550 |
Service code 49 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 146232928 | Other Services | $9,109 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $175,126 | $104,475+67.6% | $159,436+9.8% | $79,386+120.6% |
| Participation rate | 99.4% | 76.6%+22.7pp | 82.8%+16.5pp | 70.7%+28.7pp |
| Annual return | 29.35% | 67.95%-38.6pp | 263.57%-234.2pp | 116.85%-87.5pp |
| Employer contribution / active EE | $8,882 | $3,417+160.0% | $4,829+83.9% | $2,427+265.9% |
| Participant deferral / active EE | $5,972 | $6,467-7.7% | $7,352-18.8% | $4,046+47.6% |
| Admin fee / account holder | $581 | $711-18.3% | $10,799-94.6% | $626-7.2% |