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 9-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 SECURITIES INC. Service code 49 · EIN 42-0941553 | Other Services | $8,203 |
Filed as: AURORA INSURANCE SERVICES Service code 49 | Other Services | $7,780 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,541 |
Service code 13 | Contract Administrator | $3,512 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 | Contract Administrator | $1,225 |
Filed as: AURORA INSURANCE SERVICES INC. Service code 49 · EIN 22-3580765 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,589 | $43,133-15.2% | $89,391-59.1% | $73,488-50.2% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 12.43% | 135.66%-123.2pp | 245.62%-233.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $2,585 | $1,438+79.8% | $2,5860% | $2,270+13.9% |
| Participant deferral / active EE | $4,222 | $2,445+72.7% | $3,890+8.5% | $3,740+12.9% |
| Admin fee / account holder | $27 | $444-93.9% | $4,881-99.4% | $513-94.8% |