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 COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $38,521 |
SILVERSTONE ASSET MANAGEMENT INC2+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $33,662 |
GOLDLEAF PARTNERS2+ years Service code 13 · EIN 45-0514557 14221 GOLF COURSE RD · BAXTER, MN 564258432 | Contract Administrator | $21,708 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $60,059 | $107,378-44.1% | $108,579-44.7% | $57,658+4.2% |
| Participation rate | 83.1% | 77.1%+6.0pp | 79.6%+3.5pp | 70.2%+12.9pp |
| Annual return | 7.06% | 12.80%-5.7pp | -51.70%+58.8pp | 5.13%+1.9pp |
| Employer contribution / active EE | $957 | $1,782-46.3% | $3,758-74.5% | $1,974-51.5% |
| Participant deferral / active EE | $2,768 | $3,221-14.0% | $4,311-35.8% | $3,061-9.5% |
| Admin fee / account holder | $166 | $108+53.0% | $7,645-97.8% | $95+75.7% |