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 Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $45,419 |
SILVERSTONE ASSET MANAGEMENT INC4+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $43,775 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $28,366 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,247 | $62,267+4.8% | $110,238-40.8% | $55,725+17.1% |
| Participation rate | 91.6% | 78.1%+13.5pp | 79.8%+11.8pp | 70.9%+20.8pp |
| Annual return | -7.55% | -1.07%-6.5pp | 314.74%-322.3pp | 244.93%-252.5pp |
| Employer contribution / active EE | $1,092 | $1,941-43.8% | $3,826-71.5% | $2,078-47.5% |
| Participant deferral / active EE | $3,244 | $3,516-7.7% | $4,672-30.6% | $3,356-3.3% |
| Admin fee / account holder | $200 | $121+65.5% | $8,547-97.7% | $115+73.8% |