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 INVESTMENTS Service code 15 · EIN 42-0127290 | Recordkeeping | $131,626 |
WITHUMSMITH+BROWN, PC10+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $18,000 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING, LLP Service code 22 · EIN 16-1047304 | Insurance Broker | $15,624 |
HAZARD & SIEGEL INC9 years Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 27 · EIN 20-2318765 | Advisory (Plan) | $8,800 |
DONNA MAGGIOLINO3 years Filed as: DONNA THOMAS Service code 13 · EIN 16-1298413 | Contract Administrator | $8,330 |
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 | $58,864 | $81,460-27.7% | $103,333-43.0% | $80,856-27.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.53% | 25.55%-17.0pp | 24.88%-16.3pp | 35.59%-27.1pp |
| Employer contribution / active EE | $9,403 | $3,105+202.8% | $3,868+143.1% | $2,755+241.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,205 | $6,566-81.7% | $8,355-85.6% | $6,918-82.6% |