See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $83,207 |
SILVERSTONE ASSET MANAGEMENT INC7+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $40,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 13 · EIN 82-3719843 | Contract Administrator | $16,632 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $14,359 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $101,633 | $86,225+17.9% | $146,665-30.7% | $86,799+17.1% |
| Participation rate | 92.7% | 78.0%+14.7pp | 80.1%+12.6pp | 72.3%+20.4pp |
| Annual return | 14.18% | 31.23%-17.0pp | 22.74%-8.6pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,274 | $2,392-46.7% | $4,136-69.2% | $2,405-47.0% |
| Participant deferral / active EE | $3,711 | $4,245-12.6% | $5,506-32.6% | $4,131-10.2% |
| Admin fee / account holder | $321 | $195+64.1% | $10,280-96.9% | $170+89.1% |