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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,112 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $42,500 |
BOUMA CORPORATION3 years Service code 27 · EIN 38-1395711 | Advisory (Plan) | $0 |
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.
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 | $74,328 | $66,601+11.6% | $92,893-20.0% | $67,579+10.0% |
| Participation rate | 98.8% | 72.5%+26.3pp | 76.0%+22.8pp | 71.3%+27.5pp |
| Annual return | 4.82% | 92.58%-87.8pp | 109.41%-104.6pp | 378.56%-373.7pp |
| Employer contribution / active EE | $2,642 | $2,775-4.8% | $3,653-27.7% | $2,148+23.0% |
| Participant deferral / active EE | $3,122 | $3,157-1.1% | $4,236-26.3% | $3,539-11.8% |
| Admin fee / account holder | $320 | $199+60.8% | $5,794-94.5% | $142+124.8% |