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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $125,726 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $42,500 |
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 | $63,328 | $91,517-30.8% | $101,248-37.5% | $73,409-13.7% |
| Participation rate | 99.3% | 73.8%+25.5pp | 75.8%+23.5pp | 72.2%+27.1pp |
| Annual return | -8.14% | 17.17%-25.3pp | 46.47%-54.6pp | 59.29%-67.4pp |
| Employer contribution / active EE | $2,964 | $2,877+3.0% | $3,660-19.0% | $2,234+32.7% |
| Participant deferral / active EE | $3,330 | $3,338-0.3% | $4,370-23.8% | $3,805-12.5% |
| Admin fee / account holder | $361 | $216+67.4% | $5,945-93.9% | $158+128.8% |